| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NEVILLE RODIE & SHAW INC | 2,784 | 536,000 | 90.69% | ||
| 2 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 159 | 31,000 | 5.25% | ||
| 3 | Hartford Financial Management Inc. | 125 | 24,000 | 4.06% |
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.
