| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | B. Riley Wealth Advisors, Inc. | 100,000 | 114,000 | 84.44% | ||
| 2 | CENTRAL TRUST Co | 90,000 | 10,000 | 7.41% | ||
| 3 | PRIVATE ASSET MANAGEMENT INC | 33,300 | 4,000 | 2.96% | ||
| 4 | FULTON BANK, N.A. | 26,000 | 3,000 | 2.22% | ||
| 5 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 20,000 | 2,000 | 1.48% | ||
| 6 | Joel Isaacson & Co., LLC | 5,000 | 1,000 | 0.74% | ||
| 7 | Destination Wealth Management | 10,500 | 1,000 | 0.74% | ||
| 8 | Formidable Asset Management, LLC | 1,000 | 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.
