| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Janney Montgomery Scott LLC | 66,313 | 1,985,000 | 82.02% | ||
| 2 | WILLIAMS JONES & ASSOCIATES LLC | 11,051 | 331,000 | 13.68% | ||
| 3 | REILLY FINANCIAL ADVISORS, LLC | 3,482 | 104,000 | 4.30% |
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.
