| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | APPLETON PARTNERS INC/MA | 30,444 | 575,000 | 39.64% | ||
| 2 | Janney Montgomery Scott LLC | 46,373 | 875,514 | 60.36% |
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.
