| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CT Financial Advisors LLC | 1,437 | 49,040 | 18.93% | ||
| 2 | NEVILLE RODIE & SHAW INC | 6,140 | 210,000 | 81.07% |
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.