| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Janney Montgomery Scott LLC | 82,548 | 5,479,551 | 38.87% | ||
| 2 | B. Riley Wealth Advisors, Inc. | 5,565 | 3,694,000 | 26.20% | ||
| 3 | ALBION FINANCIAL GROUP /UT | 18,551 | 1,231,000 | 8.73% | ||
| 4 | Endurance Wealth Management, Inc. | 17,586 | 1,167,000 | 8.28% | ||
| 5 | WEDGEWOOD INVESTORS INC /PA/ | 15,557 | 1,033,000 | 7.33% | ||
| 6 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 7,459 | 495,000 | 3.51% | ||
| 7 | GOFEN & GLOSSBERG LLC /IL/ | 6,631 | 440,000 | 3.12% | ||
| 8 | Fairpointe Capital LLC | 5,056 | 336,000 | 2.38% | ||
| 9 | KARPAS STRATEGIES, LLC | 3,359 | 223,000 | 1.58% |
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.
