| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NEVILLE RODIE & SHAW INC | 10,471 | 2,262,000 | 72.48% | ||
| 2 | B. Riley Wealth Advisors, Inc. | 3,978 | 859,000 | 27.52% |
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.
