| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WFG Advisors, LP | 200,000 | 700,000 | 47.36% | ||
| 2 | WHITE PINE CAPITAL LLC | 168,350 | 589,000 | 39.85% | ||
| 3 | BROWN ADVISORY INC | 25,000 | 87,000 | 5.89% | ||
| 4 | LOEB PARTNERS CORP | 16,666 | 58,000 | 3.92% | ||
| 5 | PNC FINANCIAL SERVICES GROUP, INC. | 7,000 | 25,000 | 1.69% | ||
| 6 | MORGAN STANLEY | 3,534 | 12,000 | 0.81% | ||
| 7 | UBS Group AG | 1,989 | 7,000 | 0.47% | ||
| 8 | Tower Research Capital LLC (TRC) | 10 | 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.
