| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Janney Montgomery Scott LLC | 10,625 | 164,477 | 51.48% | ||
| 2 | APPLETON PARTNERS INC/MA | 10,017 | 155,000 | 48.52% |
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.
