| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Hartford Financial Management Inc. | 124 | 25,000 | 3.52% | ||
| 2 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 159 | 33,000 | 4.64% | ||
| 3 | NEVILLE RODIE & SHAW INC | 3,137 | 653,000 | 91.84% |
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.
