| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 10,320 | 247,000 | 40.76% | ||
| 2 | BRADLEY FOSTER & SARGENT INC/CT | 15,000 | 359,000 | 59.24% |
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.
