| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 44,236 | 121,000 | 43.41% | ||
| 2 | Janney Montgomery Scott LLC | 42,973 | 117,745 | 42.24% | ||
| 3 | APPLETON PARTNERS INC/MA | 14,519 | 40,000 | 14.35% |
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.
