| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Janney Montgomery Scott LLC | 45,959 | 906,771 | 60.42% | ||
| 2 | APPLETON PARTNERS INC/MA | 30,128 | 594,000 | 39.58% |
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.