| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | APPLETON PARTNERS INC/MA | 14,100 | 3,000 | 75.00% | ||
| 2 | Joel Isaacson & Co., LLC | 5,000 | 1,000 | 25.00% | ||
| 3 | TAYLOR WEALTH MANAGEMENT PARTNERS | 1,500 | 0 | 0.00% |
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.
