| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CAZ INVESTMENTS LP | 460,000 | 9,187,000 | 42.94% | Call | |
| 2 | S&CO INC | 131,876 | 2,634,000 | 12.31% | ||
| 3 | MENLO ADVISORS LLC | 107,475 | 2,146,000 | 10.03% | ||
| 4 | Guild Investment Management, Inc. | 101,070 | 2,018,000 | 9.43% | ||
| 5 | LOEB PARTNERS CORP | 90,700 | 1,811,000 | 8.46% | ||
| 6 | JAMES INVESTMENT RESEARCH, INC. | 71,880 | 1,435,000 | 6.71% | ||
| 7 | SOL Capital Management CO | 50,400 | 1,006,000 | 4.70% | ||
| 8 | Veritable, L.P. | 21,135 | 422,000 | 1.97% | ||
| 9 | SYNOVUS FINANCIAL CORP | 20,288 | 405,000 | 1.89% | ||
| 10 | Legacy Capital Partners, Inc. | 16,660 | 333,000 | 1.56% |
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.
