| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Janney Capital Management LLC | 35,044 | 620,000 | 27.57% | ||
| 2 | MSI Financial Services Inc | 28,125 | 498,000 | 22.14% | ||
| 3 | ROYAL BANK OF CANADA | 26,883 | 475,000 | 21.12% | ||
| 4 | Creative Planning | 14,000 | 248,000 | 11.03% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 12,682 | 224,000 | 9.96% | ||
| 6 | MORGAN STANLEY | 7,101 | 126,000 | 5.60% | ||
| 7 | BANK OF MONTREAL /CAN/ | 2,908 | 51,000 | 2.27% | ||
| 8 | Sandy Spring Bank | 400 | 7,000 | 0.31% | ||
| 9 | Parallax Volatility Advisers, L.P. | 1 | 0 | 0.00% | ||
| 10 | WELLS FARGO & COMPANY/MN | 0 | 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.
