| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HYMAN CHARLES D | 95,380 | 2,339,000 | 48.72% | ||
| 2 | CIM INVESTMENT MANAGEMENT INC | 40,000 | 981,000 | 20.43% | ||
| 3 | FULTON BREAKEFIELD BROENNIMAN LLC | 20,908 | 513,000 | 10.69% | ||
| 4 | NEVILLE RODIE & SHAW INC | 15,800 | 388,000 | 8.08% | ||
| 5 | AMERIPRISE FINANCIAL INC | 11,511 | 282,000 | 5.87% | ||
| 6 | SignalPoint Asset Management, LLC | 9,943 | 244,000 | 5.08% | ||
| 7 | INTELLECTUS PARTNERS, LLC | 1,182 | 29,000 | 0.60% | ||
| 8 | PNC FINANCIAL SERVICES GROUP, INC. | 1,000 | 25,000 | 0.52% |
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.
