| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Janney Montgomery Scott LLC | 13,476 | 316,019 | 85.87% | ||
| 2 | REILLY FINANCIAL ADVISORS, LLC | 2,078 | 52,000 | 14.13% | ||
| 3 | WEALTHFRONT CORP | 2 | 0 | 0.00% |
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.
