| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HYMAN CHARLES D | 100,030 | 2,553,000 | 45.14% | ||
| 2 | AMERIPRISE FINANCIAL INC | 55,806 | 1,424,000 | 25.18% | ||
| 3 | CIM INVESTMENT MANAGEMENT INC | 40,000 | 1,021,000 | 18.05% | ||
| 4 | NEVILLE RODIE & SHAW INC | 15,800 | 403,000 | 7.13% | ||
| 5 | SignalPoint Asset Management, LLC | 7,916 | 202,000 | 3.57% | ||
| 6 | PNC FINANCIAL SERVICES GROUP, INC. | 1,432 | 37,000 | 0.65% | ||
| 7 | RISK PARADIGM GROUP, LLC | 600 | 15,312 | 0.27% |
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.
