| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Janney Montgomery Scott LLC | 10,260 | 416,039 | 76.30% | ||
| 2 | CT Financial Advisors LLC | 2,192 | 76,197 | 13.98% | ||
| 3 | REILLY FINANCIAL ADVISORS, LLC | 1,009 | 35,000 | 6.42% | ||
| 4 | MONROE BANK & TRUST/MI | 524 | 18,000 | 3.30% |
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.
