| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Endurance Wealth Management, Inc. | 32,623 | 1,390,000 | 78.58% | ||
| 2 | Janney Montgomery Scott LLC | 8,890 | 378,892 | 21.42% |
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.