| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Cordasco Financial Network | 203,957 | 1,093,000 | 51.63% | ||
| 2 | VANGUARD GROUP INC | 70,634 | 389,000 | 18.38% | ||
| 3 | BlackRock Institutional Trust Company, N.A. | 54,499 | 292,000 | 13.79% | ||
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 24,234 | 133,000 | 6.28% | ||
| 5 | LIDO ADVISORS, LLC | 16,000 | 86,000 | 4.06% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 6,997 | 37,000 | 1.75% | ||
| 7 | Creative Planning | 4,746 | 25,000 | 1.18% | ||
| 8 | PNC FINANCIAL SERVICES GROUP, INC. | 4,000 | 21,000 | 0.99% | ||
| 9 | THOMPSON DAVIS & CO., INC. | 3,000 | 16,000 | 0.76% | ||
| 10 | BlackRock Fund Advisors | 1,110 | 6,000 | 0.28% | ||
| 11 | AMERICAN INTERNATIONAL GROUP, INC. | 959 | 5,000 | 0.24% | ||
| 12 | Tower Research Capital LLC (TRC) | 884 | 5,000 | 0.24% | ||
| 13 | ROYAL BANK OF CANADA | 1,000 | 5,000 | 0.24% | ||
| 14 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 500 | 3,000 | 0.14% | ||
| 15 | UBS Group AG | 195 | 1,000 | 0.05% | ||
| 16 | MORGAN STANLEY | 59 | 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.
