| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MOTCO | 395,589 | 6,057,000 | 80.99% | ||
| 2 | APPLETON PARTNERS INC/MA | 92,904 | 1,422,000 | 19.01% |
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.