| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | APPLETON PARTNERS INC/MA | 50,706 | 1,242,000 | 78.02% | ||
| 2 | SOUTH TEXAS MONEY MANAGEMENT LTD | 14,262 | 349,000 | 21.92% | ||
| 3 | REILLY FINANCIAL ADVISORS, LLC | 61 | 1,000 | 0.06% |
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.
