| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Dana Investment Advisors, Inc. | 66,444 | 4,694,000 | 39.40% | ||
| 2 | BAR HARBOR WEALTH MANAGEMENT | 41,760 | 2,949,000 | 24.75% | ||
| 3 | Catalyst Capital Advisors LLC | 25,000 | 1,766,000 | 14.82% | ||
| 4 | Fragasso Financial Advisors Inc | 20,882 | 1,475,000 | 12.38% | ||
| 5 | Ifrah Financial Services, Inc. | 9,223 | 652,000 | 5.47% | ||
| 6 | Price Capital Management, Inc. | 3,200 | 226,000 | 1.90% | ||
| 7 | SEVEN EIGHT CAPITAL, LP | 1,107 | 78,000 | 0.65% | ||
| 8 | SECURITY NATIONAL TRUST CO | 860 | 61,000 | 0.51% | ||
| 9 | Gemmer Asset Management LLC | 191 | 13,000 | 0.11% |
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.
