| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Mathes Company, Inc. | 8,195 | 208,000 | 83.73% | ||
| 2 | SHARKEY, HOWES & JAVER | 975 | 25,000 | 10.06% | ||
| 3 | CT Financial Advisors LLC | 450 | 11,408 | 4.59% | ||
| 4 | Apriem Advisors | 150 | 4,000 | 1.61% |
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.
