| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CIBC Private Wealth Group LLC | 315,657 | 1,433,000 | 40.40% | ||
| 2 | EMANCIPATION MANAGEMENT LLC | 227,734 | 1,033,000 | 29.12% | ||
| 3 | SHUFRO ROSE & CO LLC | 136,300 | 619,000 | 17.45% | ||
| 4 | COURIER CAPITAL LLC | 39,438 | 179,000 | 5.05% | ||
| 5 | BROWN ADVISORY INC | 22,658 | 103,000 | 2.90% | ||
| 6 | UBS Group AG | 20,412 | 93,000 | 2.62% | ||
| 7 | Investors Capital Advisory Services | 10,000 | 45,000 | 1.27% | ||
| 8 | JCIC Asset Management Inc. | 5,155 | 23,000 | 0.65% | ||
| 9 | Thomas J. Herzfeld Advisors, Inc. | 2,000 | 9,000 | 0.25% | ||
| 10 | Creative Planning | 2,000 | 9,000 | 0.25% | ||
| 11 | Tower Research Capital LLC (TRC) | 302 | 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.