| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HYMAN CHARLES D | 97,740 | 2,557,000 | 43.70% | ||
| 2 | Carnick & Kubik, LLC | 59,568 | 1,558,000 | 26.63% | ||
| 3 | CIM INVESTMENT MANAGEMENT INC | 40,000 | 1,046,000 | 17.88% | ||
| 4 | NEVILLE RODIE & SHAW INC | 15,800 | 413,000 | 7.06% | ||
| 5 | SignalPoint Asset Management, LLC | 7,944 | 208,000 | 3.55% | ||
| 6 | Alerus Investment Advisors Corp | 1,600 | 42,000 | 0.72% | ||
| 7 | PNC FINANCIAL SERVICES GROUP, INC. | 1,000 | 26,000 | 0.44% | ||
| 8 | MYCIO WEALTH PARTNERS, LLC | 29 | 1,000 | 0.02% |
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.
