| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Janney Montgomery Scott LLC | 414,109 | 10,059,000 | 81.79% | ||
| 2 | FDx Advisors, Inc. | 60,500 | 1,468,000 | 11.94% | ||
| 3 | Endurance Wealth Management, Inc. | 21,726 | 527,000 | 4.28% | ||
| 4 | DONALDSON CAPITAL MANAGEMENT, LLC | 10,095 | 245,000 | 1.99% |
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.