| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CT Financial Advisors LLC | 4,350 | 636,312 | 68.30% | ||
| 2 | MassMutual Private Wealth & Trust, FSB | 2,019 | 295,290 | 31.70% |
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.