| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Janney Montgomery Scott LLC | 6,542 | 257,000 | 87.36% | ||
| 2 | Manchester Capital Management LLC | 810 | 16,000 | 5.44% | ||
| 3 | Gemmer Asset Management LLC | 238 | 10,000 | 3.40% | ||
| 4 | CT Financial Advisors LLC | 376 | 7,197 | 2.45% | ||
| 5 | SARGENT BICKHAM LAGUDIS LLC | 175 | 3,000 | 1.02% | ||
| 6 | TCI Wealth Advisors, Inc. | 31 | 1,000 | 0.34% | ||
| 7 | BRONFMAN E.L. ROTHSCHILD, L.P. | 9 | 0 | 0.00% |
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.
