| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NEVILLE RODIE & SHAW INC | 20,015 | 655,000 | 97.91% | ||
| 2 | REILLY FINANCIAL ADVISORS, LLC | 346 | 11,000 | 1.64% | ||
| 3 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 92 | 3,000 | 0.45% |
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.
