| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | B. Riley Wealth Advisors, Inc. | 506 | 6,517,000 | 78.56% | ||
| 2 | ROTHSCHILD INVESTMENT LLC /IL | 32,796 | 1,509,000 | 18.19% | ||
| 3 | APPLETON PARTNERS INC/MA | 5,867 | 270,000 | 3.25% |
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.
