| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | APPLETON PARTNERS INC/MA | 16,008 | 301,000 | 15.25% | ||
| 2 | WEALTHPLAN PARTNERS, LLC | 89,060 | 1,672,537 | 84.75% |
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.