| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | B. Riley Wealth Advisors, Inc. | 601 | 15,987 | 93.23% | ||
| 2 | Hirtle Callaghan & Co LLC | 19 | 1,000 | 5.83% | ||
| 3 | Estabrook Capital Management | 6 | 160 | 0.93% | ||
| 4 | Cranbrook Wealth Management, LLC | 2 | 0 | 0.00% | ||
| 5 | Gemmer Asset Management LLC | 13 | 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.
