| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Curi Capital, LLC | 33,537 | 810,000 | 45.19% | ||
| 2 | REIK & CO., LLC | 23,000 | 555,000 | 30.96% | ||
| 3 | NEVILLE RODIE & SHAW INC | 13,500 | 326,000 | 18.19% | ||
| 4 | GLENMEDE TRUST CO NA | 1,300 | 31,000 | 1.73% | ||
| 5 | Estabrook Capital Management | 1,050 | 25,358 | 1.41% | ||
| 6 | OLD SECOND NATIONAL BANK OF AURORA | 1,000 | 24,000 | 1.34% | ||
| 7 | MYCIO WEALTH PARTNERS, LLC | 854 | 21,000 | 1.17% |
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.
