| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | APPLETON PARTNERS INC/MA | 48,167 | 1,276,000 | 71.43% | ||
| 2 | Janney Montgomery Scott LLC | 10,167 | 269,315 | 15.08% | ||
| 3 | GLENMEDE TRUST CO NA | 9,116 | 241,000 | 13.49% |
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.
