| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WILLIAMS JONES & ASSOCIATES LLC | 13,984 | 406,000 | 64.34% | ||
| 2 | CT Financial Advisors LLC | 4,908 | 142,331 | 22.56% | ||
| 3 | MassMutual Private Wealth & Trust, FSB | 2,850 | 82,650 | 13.10% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
