| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Janney Montgomery Scott LLC | 25,848 | 648,794 | 69.33% | ||
| 2 | APPLETON PARTNERS INC/MA | 11,424 | 287,000 | 30.67% |
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.
