| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CIBC Private Wealth Group LLC | 315,657 | 1,247,000 | 40.66% | ||
| 2 | NSB Advisors LLC | 251,538 | 994,000 | 32.41% | ||
| 3 | SHUFRO ROSE & CO LLC | 136,300 | 538,000 | 17.54% | ||
| 4 | COURIER CAPITAL LLC | 39,438 | 156,000 | 5.09% | ||
| 5 | BROWN ADVISORY INC | 27,658 | 109,000 | 3.55% | ||
| 6 | Thomas J. Herzfeld Advisors, Inc. | 2,000 | 8,000 | 0.26% | ||
| 7 | Creative Planning | 2,000 | 8,000 | 0.26% | ||
| 8 | UBS Group AG | 1,079 | 4,000 | 0.13% | ||
| 9 | Tower Research Capital LLC (TRC) | 680 | 3,000 | 0.10% |
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.
