| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | B. Riley Wealth Advisors, Inc. | 6,561 | 2,973,000 | 93.26% | ||
| 2 | W.G. Shaheen & Associates DBA Whitney & Co | 4,736 | 215,000 | 6.74% |
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.
