| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Zions Trust, National Association | 3,500 | 24,000 | 1.96% | ||
| 2 | Janney Montgomery Scott LLC | 10,535 | 65,317 | 5.35% | ||
| 3 | Kovack Advisors, Inc. | 11,108 | 69,000 | 5.65% | ||
| 4 | RAYMOND JAMES TRUST N.A. | 12,312 | 76,000 | 6.22% | ||
| 5 | AMERIPRISE FINANCIAL INC | 14,835 | 103,000 | 8.43% | ||
| 6 | Fragasso Financial Advisors Inc | 20,957 | 145,442 | 11.90% | ||
| 7 | HUNTINGTON NATIONAL BANK | 35,519 | 285,000 | 23.33% | ||
| 8 | Arvest Bank Trust Division | 65,433 | 454,000 | 37.16% |
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.
