| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CIBC Private Wealth Group LLC | 465,057 | 1,437,000 | 47.19% | ||
| 2 | NSB Advisors LLC | 287,064 | 887,000 | 29.13% | ||
| 3 | SHUFRO ROSE & CO LLC | 141,300 | 436,000 | 14.32% | ||
| 4 | BROWN ADVISORY INC | 44,247 | 137,000 | 4.50% | ||
| 5 | COURIER CAPITAL LLC | 39,438 | 122,000 | 4.01% | ||
| 6 | UBS AG | 2,994 | 9,000 | 0.30% | ||
| 7 | Creative Planning | 2,000 | 6,000 | 0.20% | ||
| 8 | Thomas J. Herzfeld Advisors, Inc. | 2,000 | 6,000 | 0.20% | ||
| 9 | BANK OF AMERICA CORP /DE/ | 1,461 | 5,000 | 0.16% | ||
| 10 | Tower Research Capital LLC (TRC) | 101 | 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.
