| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Janney Montgomery Scott LLC | 10,000 | 107,310 | 65.71% | ||
| 2 | Private Ocean, LLC | 5,140 | 56,000 | 34.29% |
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.
