| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HIGH POINT BANK & TRUST CO | 335,919 | 5,620,000 | 88.09% | ||
| 2 | APPLETON PARTNERS INC/MA | 45,418 | 760,000 | 11.91% |
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.