| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | B. Riley Wealth Advisors, Inc. | 304,712 | 3,131,000 | 99.94% | ||
| 2 | BESSEMER GROUP INC | 705 | 1,000 | 0.03% | ||
| 3 | CT Financial Advisors LLC | 828 | 850 | 0.03% |
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.