| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Janney Montgomery Scott LLC | 24,094 | 575,353 | 90.41% | ||
| 2 | REILLY FINANCIAL ADVISORS, LLC | 3,096 | 61,000 | 9.59% |
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.