| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HYMAN CHARLES D | 103,580 | 2,737,000 | 57.22% | ||
| 2 | CIM INVESTMENT MANAGEMENT INC | 40,000 | 1,057,000 | 22.10% | ||
| 3 | NEVILLE RODIE & SHAW INC | 15,800 | 417,000 | 8.72% | ||
| 4 | AMERIPRISE FINANCIAL INC | 12,725 | 336,000 | 7.02% | ||
| 5 | SignalPoint Asset Management, LLC | 7,944 | 210,000 | 4.39% | ||
| 6 | PNC FINANCIAL SERVICES GROUP, INC. | 1,000 | 26,000 | 0.54% |
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.
