| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VALLEY WEALTH MANAGERS, INC. | 10,622 | 679,000 | 64.12% | ||
| 2 | Janney Montgomery Scott LLC | 5,941 | 379,914 | 35.88% |
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.
