| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | APPLETON PARTNERS INC/MA | 31,851 | 355,000 | 65.86% | ||
| 2 | J.P. Marvel Investment Advisors, LLC | 12,728 | 184,000 | 34.14% |
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.