| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NEVILLE RODIE & SHAW INC | 15,081 | 270,000 | 38.35% | ||
| 2 | Endurance Wealth Management, Inc. | 13,427 | 240,000 | 34.09% | ||
| 3 | ARVEST TRUST CO N A | 10,879 | 194,000 | 27.56% |
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.
