| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HYMAN CHARLES D | 98,140 | 2,641,000 | 59.97% | ||
| 2 | CIM INVESTMENT MANAGEMENT INC | 40,000 | 1,076,000 | 24.43% | ||
| 3 | NEVILLE RODIE & SHAW INC | 15,800 | 425,000 | 9.65% | ||
| 4 | SignalPoint Asset Management, LLC | 7,944 | 214,000 | 4.86% | ||
| 5 | PNC FINANCIAL SERVICES GROUP, INC. | 1,000 | 27,000 | 0.61% | ||
| 6 | BESSEMER GROUP INC | 750 | 20,000 | 0.45% | ||
| 7 | MYCIO WEALTH PARTNERS, LLC | 53 | 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.
