| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | B. Riley Wealth Advisors, Inc. | 12,606 | 3,262,000 | 60.67% | ||
| 2 | APPLETON PARTNERS INC/MA | 49,466 | 1,280,000 | 23.81% | ||
| 3 | SOUTH TEXAS MONEY MANAGEMENT LTD | 19,923 | 516,000 | 9.60% | ||
| 4 | Janney Montgomery Scott LLC | 12,310 | 318,580 | 5.93% |
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.
