| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WILLIAMS JONES & ASSOCIATES LLC | 7,977 | 214,000 | 49.65% | ||
| 2 | REILLY FINANCIAL ADVISORS, LLC | 3,808 | 102,000 | 23.67% | ||
| 3 | WEALTHPLAN PARTNERS, LLC | 2,983 | 79,974 | 18.56% | ||
| 4 | Ledyard National Bank | 1,314 | 35,000 | 8.12% |
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.
