| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BRADLEY FOSTER & SARGENT INC/CT | 15,000 | 340,000 | 43.53% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 10,320 | 234,000 | 29.96% | ||
| 3 | Veritable, L.P. | 9,126 | 207,000 | 26.50% |
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.
