| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | B. Riley Wealth Advisors, Inc. | 71,115 | 3,921,000 | 53.72% | ||
| 2 | GLENMEDE TRUST CO NA | 14,714 | 811,000 | 11.11% | ||
| 3 | CARRET ASSET MANAGEMENT, LLC | 13,937 | 768,000 | 10.52% | ||
| 4 | FULTON BANK, N.A. | 12,417 | 685,000 | 9.38% | ||
| 5 | Hemenway Trust Co LLC | 11,419 | 630,000 | 8.63% | ||
| 6 | NEVILLE RODIE & SHAW INC | 4,591 | 253,000 | 3.47% | ||
| 7 | Hirtle Callaghan & Co LLC | 3,584 | 198,000 | 2.71% | ||
| 8 | TRUST CO OF VERMONT | 558 | 31,000 | 0.42% | ||
| 9 | Estabrook Capital Management | 43 | 2,371 | 0.03% |
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.
