| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | B. Riley Wealth Advisors, Inc. | 36,000 | 7,000 | 87.50% | ||
| 2 | BAHL & GAYNOR INC | 27,500 | 1,000 | 12.50% | ||
| 3 | OPTIMUM INVESTMENT ADVISORS | 20,000 | 0 | 0.00% | ||
| 4 | Destination Wealth Management | 15,000 | 0 | 0.00% | ||
| 5 | American Research & Management Co. | 5,000 | 0 | 0.00% | ||
| 6 | CONCORD ASSET MANAGEMENT LLC | 25,000 | 0 | 0.00% | ||
| 7 | BLAIR WILLIAM & CO/IL | 10,000 | 0 | 0.00% |
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.
