| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NEXT Financial Group, Inc | 80,663 | 7,000 | 25.85% | ||
| 2 | GUARDIAN CAPITAL ADVISORS LP | 77,000 | 7,000 | 25.85% | ||
| 3 | Maryland Capital Management | 60,000 | 6,000 | 22.16% | ||
| 4 | SCHRODER INVESTMENT MANAGEMENT GROUP | 30,000 | 4,000 | 14.77% | ||
| 5 | JOHN G ULLMAN & ASSOCIATES INC | 18,750 | 2,000 | 7.39% | ||
| 6 | IFP ADVISORS, INC | 8,500 | 1,000 | 3.69% | ||
| 7 | Cypress Capital Management LLC (WY) | 1,000 | 80 | 0.30% | ||
| 8 | PNC FINANCIAL SERVICES GROUP, INC. | 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.
