| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 55,849 | 1,367,000 | 81.97% | ||
| 2 | Mathes Company, Inc. | 8,595 | 212,000 | 12.71% | ||
| 3 | MassMutual Private Wealth & Trust, FSB | 1,150 | 27,497 | 1.65% | ||
| 4 | SHARKEY, HOWES & JAVER | 975 | 24,000 | 1.44% | ||
| 5 | COLONY GROUP LLC | 500 | 12,000 | 0.72% | ||
| 6 | CT Financial Advisors LLC | 450 | 11,093 | 0.67% | ||
| 7 | HIGH POINT BANK & TRUST CO | 400 | 10,000 | 0.60% | ||
| 8 | Apriem Advisors | 150 | 4,000 | 0.24% |
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.
