| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Janney Montgomery Scott LLC | 633,885 | 2,852,000 | 66.98% | ||
| 2 | Family Firm, Inc. | 241,914 | 1,089,000 | 25.58% | ||
| 3 | Benchmark Capital Advisors | 40,700 | 183,000 | 4.30% | ||
| 4 | Salient Capital Advisors, LLC | 15,700 | 71,000 | 1.67% | ||
| 5 | Montecito Bank & Trust | 14,000 | 63,000 | 1.48% |
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.
