| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Apriem Advisors | 409,001 | 19,000 | 67.86% | ||
| 2 | BAHL & GAYNOR INC | 115,000 | 5,000 | 17.86% | ||
| 3 | M Holdings Securities, Inc. | 55,630 | 3,000 | 10.71% | ||
| 4 | DONALDSON CAPITAL MANAGEMENT, LLC | 25,000 | 1,000 | 3.57% |
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.
