| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FULTON BANK, N.A. | 125,042 | 2,020,000 | 62.04% | ||
| 2 | LPL Financial LLC | 33,607 | 543,000 | 16.68% | ||
| 3 | Janney Montgomery Scott LLC | 25,595 | 413,000 | 12.68% | ||
| 4 | FDx Advisors, Inc. | 17,300 | 280,000 | 8.60% |
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.