| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BRADLEY FOSTER & SARGENT INC/CT | 30,000 | 835,000 | 69.53% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 13,151 | 366,000 | 30.47% |
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.
