| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Janney Montgomery Scott LLC | 540,925 | 7,113,000 | 80.64% | ||
| 2 | FDx Advisors, Inc. | 99,300 | 1,306,000 | 14.81% | ||
| 3 | BANCORPSOUTH INC | 15,755 | 207,000 | 2.35% | ||
| 4 | WILLIAMS JONES & ASSOCIATES LLC | 14,865 | 195,000 | 2.21% |
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.
