| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CT Financial Advisors LLC | 44,262 | 699,333 | 54.63% | ||
| 2 | Janney Montgomery Scott LLC | 36,620 | 580,792 | 45.37% |
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.