| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 64,128 | 2,938,000 | 72.60% | ||
| 2 | Buffington Mohr McNeal | 17,483 | 811,000 | 20.04% | ||
| 3 | Janney Montgomery Scott LLC | 5,741 | 282,013 | 6.97% | ||
| 4 | HIGHLAND CAPITAL MANAGEMENT, LLC | 350 | 16,000 | 0.40% |
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.
