| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | B. Riley Wealth Advisors, Inc. | 13,628 | 4,471,000 | 94.30% | ||
| 2 | MERITAGE PORTFOLIO MANAGEMENT | 8,232 | 270,000 | 5.70% |
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.
