| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 54,723 | 146,000 | 32.18% | ||
| 2 | Janney Montgomery Scott LLC | 42,973 | 114,737 | 25.29% | ||
| 3 | Freedom Investment Management, Inc. | 42,089 | 112,000 | 24.68% | ||
| 4 | OAKWOOD CAPITAL MANAGEMENT LLC/CA | 15,905 | 42,000 | 9.26% | ||
| 5 | APPLETON PARTNERS INC/MA | 14,519 | 39,000 | 8.60% |
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.
