| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Janney Montgomery Scott LLC | 52,053 | 485,137 | 71.65% | ||
| 2 | APPLETON PARTNERS INC/MA | 20,640 | 192,000 | 28.35% |
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.