| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Franklin, Parlapiano, Turner & Welch, LLC | 44,768 | 2,755,000 | 45.76% | ||
| 2 | Whitegate Investment Counselors, Inc. | 15,848 | 1,189,000 | 19.75% | ||
| 3 | Maryland Capital Management | 15,447 | 951,000 | 15.80% | ||
| 4 | Yellowstone Partners, LLC | 13,429 | 826,000 | 13.72% | ||
| 5 | CPWM, LLC | 4,620 | 284,000 | 4.72% | ||
| 6 | CT Financial Advisors LLC | 200 | 15,598 | 0.26% |
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.
