| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | APPLETON PARTNERS INC/MA | 10,434 | 206,000 | 48.27% | ||
| 2 | TOWER BRIDGE ADVISORS | 11,169 | 220,806 | 51.73% |
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.