| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | B. Riley Wealth Advisors, Inc. | 13,420 | 4,976,000 | 69.30% | ||
| 2 | BANCORPSOUTH INC | 39,421 | 1,462,000 | 20.36% | ||
| 3 | GOFEN & GLOSSBERG LLC /IL/ | 12,497 | 463,000 | 6.45% | ||
| 4 | TELEMUS CAPITAL, LLC | 6,148 | 228,000 | 3.18% | ||
| 5 | Ledyard National Bank | 1,111 | 41,000 | 0.57% | ||
| 6 | Estabrook Capital Management | 288 | 10,679 | 0.15% |
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.
