| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Janney Montgomery Scott LLC | 48,088 | 981,000 | 64.08% | ||
| 2 | APPLETON PARTNERS INC/MA | 26,570 | 542,000 | 35.40% | ||
| 3 | REILLY FINANCIAL ADVISORS, LLC | 373 | 8,000 | 0.52% |
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.
