| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Janney Montgomery Scott LLC | 11,550 | 260,799 | 76.53% | ||
| 2 | REILLY FINANCIAL ADVISORS, LLC | 2,450 | 55,000 | 16.14% | ||
| 3 | PRIVATE TRUST CO NA | 800 | 18,000 | 5.28% | ||
| 4 | AMERIPRISE FINANCIAL INC | 300 | 7,000 | 2.05% |
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.
