| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HYMAN CHARLES D | 104,280 | 2,591,000 | 40.30% | ||
| 2 | AMERIPRISE FINANCIAL INC | 88,922 | 2,209,000 | 34.36% | ||
| 3 | CIM INVESTMENT MANAGEMENT INC | 40,000 | 994,000 | 15.46% | ||
| 4 | NEVILLE RODIE & SHAW INC | 15,800 | 393,000 | 6.11% | ||
| 5 | SignalPoint Asset Management, LLC | 7,916 | 202,000 | 3.14% | ||
| 6 | PNC FINANCIAL SERVICES GROUP, INC. | 1,000 | 25,000 | 0.39% | ||
| 7 | RISK PARADIGM GROUP, LLC | 600 | 14,910 | 0.23% |
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.
