| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NSB Advisors LLC | 828,251 | 2,584,000 | 53.87% | ||
| 2 | CIBC Private Wealth Group LLC | 465,657 | 1,474,000 | 30.73% | ||
| 3 | SHUFRO ROSE & CO LLC | 138,800 | 439,000 | 9.15% | ||
| 4 | BROWN ADVISORY INC | 44,247 | 138,000 | 2.88% | ||
| 5 | COURIER CAPITAL LLC | 39,438 | 123,000 | 2.56% | ||
| 6 | UBS AG | 6,409 | 20,000 | 0.42% | ||
| 7 | Creative Planning | 2,000 | 6,000 | 0.13% | ||
| 8 | Thomas J. Herzfeld Advisors, Inc. | 2,000 | 6,000 | 0.13% | ||
| 9 | BANK OF AMERICA CORP /DE/ | 1,461 | 5,000 | 0.10% | ||
| 10 | Tower Research Capital LLC (TRC) | 163 | 1,000 | 0.02% | ||
| 11 | Ground Swell Capital, LLC | 200 | 1,000 | 0.02% |
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.
