| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JAMES INVESTMENT RESEARCH, INC. | 789,412 | 13,972,000 | 86.31% | ||
| 2 | Lafayette Investments, Inc. | 65,919 | 1,167,000 | 7.21% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 20,097 | 356,000 | 2.20% | ||
| 4 | Veritable, L.P. | 16,488 | 292,000 | 1.80% | ||
| 5 | New England Research & Management, Inc. | 12,650 | 224,000 | 1.38% | ||
| 6 | Veritable, L.P. | 10,000 | 177,000 | 1.09% | Call |
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.
