| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CT Financial Advisors LLC | 30,838 | 1,695,499 | 74.98% | ||
| 2 | Janney Montgomery Scott LLC | 5,601 | 330,661 | 14.62% | ||
| 3 | FAYEZ SAROFIM & CO | 3,977 | 235,000 | 10.39% |
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.
