| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CIBC Private Wealth Group LLC | 315,657 | 1,291,000 | 40.31% | ||
| 2 | NSB Advisors LLC | 255,626 | 1,046,000 | 32.66% | ||
| 3 | SHUFRO ROSE & CO LLC | 139,300 | 569,000 | 17.76% | ||
| 4 | COURIER CAPITAL LLC | 39,438 | 161,000 | 5.03% | ||
| 5 | BROWN ADVISORY INC | 27,658 | 113,000 | 3.53% | ||
| 6 | Creative Planning | 2,000 | 8,000 | 0.25% | ||
| 7 | Thomas J. Herzfeld Advisors, Inc. | 2,000 | 8,000 | 0.25% | ||
| 8 | BANK OF AMERICA CORP /DE/ | 1,461 | 6,000 | 0.19% | ||
| 9 | Tower Research Capital LLC (TRC) | 188 | 1,000 | 0.03% |
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.
