| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HYMAN CHARLES D | 104,280 | 2,643,000 | 46.25% | ||
| 2 | AMERIPRISE FINANCIAL INC | 56,046 | 1,421,000 | 24.87% | ||
| 3 | CIM INVESTMENT MANAGEMENT INC | 40,000 | 1,014,000 | 17.75% | ||
| 4 | NEVILLE RODIE & SHAW INC | 15,800 | 401,000 | 7.02% | ||
| 5 | SignalPoint Asset Management, LLC | 7,935 | 201,000 | 3.52% | ||
| 6 | PNC FINANCIAL SERVICES GROUP, INC. | 1,000 | 25,000 | 0.44% | ||
| 7 | MYCIO WEALTH PARTNERS, LLC | 346 | 9,000 | 0.16% | ||
| 8 | Crosspoint Capital Strategies, LLC | 12 | 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.
