| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | B. Riley Wealth Advisors, Inc. | 6,576 | 11,244,000 | 97.08% | ||
| 2 | TRADITION CAPITAL MANAGEMENT LLC | 7,478 | 275,000 | 2.37% | ||
| 3 | Sandy Spring Bank | 1,716 | 63,000 | 0.54% |
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.
