| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DEPRINCE RACE & ZOLLO INC | 2,063,268 | 20,922,000 | 98.24% | ||
| 2 | SVB WEALTH LLC | 24,002 | 243,000 | 1.14% | ||
| 3 | Crestwood Advisors Group, LLC | 12,907 | 131,000 | 0.62% |
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.
