| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CT Financial Advisors LLC | 1,778 | 348,163 | 40.86% | ||
| 2 | Janney Montgomery Scott LLC | 2,573 | 504,000 | 59.14% |
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.