| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BRADLEY FOSTER & SARGENT INC/CT | 11,000 | 253,000 | 90.04% | ||
| 2 | CUMBERLAND ADVISORS INC | 1,210 | 28,000 | 9.96% |
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.
