| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Janney Montgomery Scott LLC | 310,651 | 6,344,000 | 91.86% | ||
| 2 | APPLETON PARTNERS INC/MA | 15,167 | 310,000 | 4.49% | ||
| 3 | FDx Advisors, Inc. | 12,400 | 252,000 | 3.65% |
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.