| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | B. Riley Wealth Advisors, Inc. | 12,272 | 2,922,000 | 81.28% | ||
| 2 | WILLIAMS JONES & ASSOCIATES LLC | 10,291 | 245,000 | 6.82% | ||
| 3 | FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 10,000 | 238,000 | 6.62% | ||
| 4 | MOTCO | 5,703 | 136,000 | 3.78% | ||
| 5 | Estabrook Capital Management | 1,628 | 38,763 | 1.08% | ||
| 6 | GLENMEDE TRUST CO NA | 631 | 15,000 | 0.42% |
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.
