| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | US FINANCIAL ADVISORS, LLC | 54,765 | 399,000 | 71.62% | ||
| 2 | Janney Montgomery Scott LLC | 21,549 | 157,092 | 28.20% | ||
| 3 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 100 | 1,000 | 0.18% |
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.
