| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NEVILLE RODIE & SHAW INC | 16,347 | 279,000 | 40.55% | ||
| 2 | Endurance Wealth Management, Inc. | 12,159 | 207,000 | 30.09% | ||
| 3 | Arvest Bank Trust Division | 10,959 | 202,000 | 29.36% |
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.
