| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEALTHFRONT CORP | 107 | 7,000 | 0.06% | ||
| 2 | KARPAS STRATEGIES, LLC | 3,143 | 215,000 | 1.86% | ||
| 3 | B. Riley Wealth Advisors, Inc. | 4,442 | 304,000 | 2.63% | ||
| 4 | Fairpointe Capital LLC | 4,730 | 324,000 | 2.80% | ||
| 5 | GOFEN & GLOSSBERG LLC /IL/ | 6,789 | 465,000 | 4.02% | ||
| 6 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 7,799 | 534,000 | 4.62% | ||
| 7 | Sandy Spring Bank | 15,973 | 1,094,000 | 9.46% | ||
| 8 | WEDGEWOOD INVESTORS INC /PA/ | 16,439 | 1,125,000 | 9.73% | ||
| 9 | Endurance Wealth Management, Inc. | 18,109 | 1,239,000 | 10.72% | ||
| 10 | ALBION FINANCIAL GROUP /UT | 18,551 | 1,270,000 | 10.98% | ||
| 11 | Janney Montgomery Scott LLC | 72,809 | 4,984,518 | 43.11% |
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.
