| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | APPLETON PARTNERS INC/MA | 31,851 | 341,000 | 64.71% | ||
| 2 | J.P. Marvel Investment Advisors, LLC | 12,728 | 186,000 | 35.29% |
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.
