| Quarter | Holdings | Value ($000) | Form Type | Date Filed | Filing ID | Name |
|---|---|---|---|---|---|---|
| Q2 2023 | 287 | 1,184,418 | 13F-HR | 7/10/2023 | 000095012323006029 | APPLETON PARTNERS INC/MA |
| Q1 2023 | 295 | 1,124,251 | 13F-HR | 4/10/2023 | 000095012323003173 | APPLETON PARTNERS INC/MA |
| Q4 2022 | 295 | 1,055,625 | 13F-HR | 1/19/2023 | 000095012323000254 | APPLETON PARTNERS INC/MA |
| Q3 2022 | 292 | 999,667 | 13F-HR | 10/27/2022 | 000095012322010505 | APPLETON PARTNERS INC/MA |
| Q2 2022 | 293 | 1,057,457 | 13F-HR | 7/8/2022 | 000095012322007112 | APPLETON PARTNERS INC/MA |
| Q1 2022 | 302 | 1,223,221 | 13F-HR | 4/5/2022 | 000095012322003750 | APPLETON PARTNERS INC/MA |
| Q4 2021 | 310 | 1,328,462 | 13F-HR | 2/3/2022 | 000095012322000863 | APPLETON PARTNERS INC/MA |
| Q3 2021 | 291 | 1,200,884 | 13F-HR | 10/14/2021 | 000095012321013129 | APPLETON PARTNERS INC/MA |
| Q2 2021 | 286 | 1,174,228 | 13F-HR | 7/7/2021 | 000095012321008516 | APPLETON PARTNERS INC/MA |
| Q1 2021 | 279 | 1,075,786 | 13F-HR | 4/19/2021 | 000095012321004682 | APPLETON PARTNERS INC/MA |
| Q4 2020 | 274 | 1,015,714 | 13F-HR | 1/19/2021 | 000095012321000404 | APPLETON PARTNERS INC/MA |
| Q3 2020 | 262 | 905,609 | 13F-HR | 10/14/2020 | 000095012320010239 | APPLETON PARTNERS INC/MA |
| Q2 2020 | 257 | 835,102 | 13F-HR | 8/14/2020 | 000095012320009145 | APPLETON PARTNERS INC/MA |
| Q1 2020 | 258 | 721,677 | 13F-HR | 5/4/2020 | 000095012320003810 | APPLETON PARTNERS INC/MA |
| Q4 2019 | 290 | 910,362 | 13F-HR | 1/13/2020 | 000095012320000207 | APPLETON PARTNERS INC/MA |
| Q3 2019 | 280 | 828,338 | 13F-HR | 11/4/2019 | 000095012319010012 | APPLETON PARTNERS INC/MA |
| Q2 2019 | 281 | 809,102 | 13F-HR | 7/25/2019 | 000095012319006628 | APPLETON PARTNERS INC/MA |
| Q1 2019 | 263 | 754,452 | 13F-HR | 4/17/2019 | 000095012319003379 | APPLETON PARTNERS INC/MA |
| Q4 2018 | 255 | 667,841 | 13F-HR | 1/17/2019 | 000095012319000184 | APPLETON PARTNERS INC/MA |
| Q3 2018 | 261 | 751,057 | 13F-HR | 10/9/2018 | 000095012318009715 | APPLETON PARTNERS INC/MA |
| Q2 2018 | 263 | 698,437 | 13F-HR | 8/8/2018 | 000095012318007573 | APPLETON PARTNERS INC/MA |
| Q1 2018 | 260 | 659,030 | 13F-HR | 4/11/2018 | 000095012318003466 | APPLETON PARTNERS INC/MA |
| Q4 2017 | 259 | 644,734 | 13F-HR | 1/12/2018 | 000095012318000184 | APPLETON PARTNERS INC/MA |
| Q3 2017 | 239 | 593,572 | 13F-HR | 10/12/2017 | 000095012317008975 | APPLETON PARTNERS INC/MA |
| Q2 2017 | 244 | 594,975 | 13F-HR | 7/11/2017 | 000095012317006053 | APPLETON PARTNERS INC/MA |
| Q1 2017 | 229 | 543,509 | 13F-HR | 5/1/2017 | 000095012317003701 | APPLETON PARTNERS INC/MA |
| Q4 2016 | 209 | 494,787 | 13F-HR | 2/13/2017 | 000095012317001778 | APPLETON PARTNERS INC/MA |
| Q3 2016 | 214 | 530,790 | 13F-HR | 11/3/2016 | 000095012316021125 | APPLETON PARTNERS INC/MA |
| Q2 2016 | 204 | 489,257 | 13F-HR | 8/3/2016 | 000095012316018722 | APPLETON PARTNERS INC/MA |
| Q1 2016 | 206 | 505,991 | 13F-HR | 4/21/2016 | 000095012316015924 | APPLETON PARTNERS INC/MA |
| Q4 2015 | 212 | 507,025 | 13F-HR | 1/22/2016 | 000095012316012971 | APPLETON PARTNERS INC/MA |
| Q3 2015 | 200 | 439,873 | 13F-HR | 10/15/2015 | 000095012315010261 | APPLETON PARTNERS INC/MA |
| Q2 2015 | 187 | 446,455 | 13F-HR | 7/15/2015 | 000095012315007435 | APPLETON PARTNERS INC/MA |
| Q1 2015 | 183 | 443,405 | 13F-HR | 4/30/2015 | 000095012315004808 | APPLETON PARTNERS INC/MA |
| Q4 2014 | 184 | 436,818 | 13F-HR | 2/4/2015 | 000095012315000790 | APPLETON PARTNERS INC/MA |
| Q3 2014 | 188 | 428,281 | 13F-HR | 11/6/2014 | 000095012314011030 | APPLETON PARTNERS INC/MA |
| Q2 2014 | 176 | 427,681 | 13F-HR | 7/23/2014 | 000095012314007320 | APPLETON PARTNERS INC/MA |
| Q1 2014 | 170 | 422,614 | 13F-HR | 4/30/2014 | 000095012314004526 | Appleton Partners Inc/MA |
| Q4 2013 | 167 | 417,087 | 13F-HR | 2/13/2014 | 000095012314002078 | Appleton Partners Inc/MA |