| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Janney Montgomery Scott LLC | 360,617 | 4,013,670 | 95.16% | ||
| 2 | APPLETON PARTNERS INC/MA | 18,290 | 204,000 | 4.84% |
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.
