| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | B. Riley Wealth Advisors, Inc. | 139,343 | 73,071,000 | 95.72% | ||
| 2 | GLENMEDE TRUST CO NA | 15,399 | 807,000 | 1.06% | ||
| 3 | CARRET ASSET MANAGEMENT, LLC | 13,340 | 700,000 | 0.92% | ||
| 4 | FULTON BANK, N.A. | 12,417 | 651,000 | 0.85% | ||
| 5 | Hemenway Trust Co LLC | 12,016 | 630,000 | 0.83% | ||
| 6 | NEVILLE RODIE & SHAW INC | 4,831 | 253,000 | 0.33% | ||
| 7 | Hirtle Callaghan & Co LLC | 3,584 | 188,000 | 0.25% | ||
| 8 | TRUST CO OF VERMONT | 584 | 31,000 | 0.04% | ||
| 9 | Estabrook Capital Management | 94 | 4,929 | 0.01% |
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.
