| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NEVILLE RODIE & SHAW INC | 13,593 | 3,207,000 | 98.46% | ||
| 2 | REILLY FINANCIAL ADVISORS, LLC | 214 | 50,000 | 1.54% |
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.