| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Janney Montgomery Scott LLC | 10,640 | 382,175 | 50.47% | ||
| 2 | NEVILLE RODIE & SHAW INC | 10,092 | 341,000 | 45.04% | ||
| 3 | REILLY FINANCIAL ADVISORS, LLC | 1,000 | 34,000 | 4.49% |
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.
