| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NEVILLE RODIE & SHAW INC | 17,382 | 696,000 | 98.31% | ||
| 2 | REILLY FINANCIAL ADVISORS, LLC | 305 | 12,000 | 1.69% |
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.
