| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 202,724 | 16,329,000 | 35.89% | ||
| 2 | JAMES INVESTMENT RESEARCH, INC. | 126,012 | 10,151,000 | 22.31% | ||
| 3 | PROBITY ADVISORS, INC. | 666 | 8,109,000 | 17.82% | ||
| 4 | Foothills Asset Management, Ltd. | 56,509 | 4,552,000 | 10.00% | ||
| 5 | HOLLENCREST CAPITAL MANAGEMENT | 28,301 | 2,280,000 | 5.01% | ||
| 6 | DEARBORN PARTNERS LLC | 15,950 | 1,285,000 | 2.82% | ||
| 7 | SONATA CAPITAL GROUP INC | 11,150 | 898,000 | 1.97% | ||
| 8 | LEAVELL INVESTMENT MANAGEMENT, INC. | 7,630 | 615,000 | 1.35% | ||
| 9 | BERNZOTT CAPITAL ADVISORS | 5,565 | 448,000 | 0.98% | ||
| 10 | FIRST FOUNDATION ADVISORS | 3,741 | 301,000 | 0.66% | ||
| 11 | Veritable, L.P. | 3,515 | 283,000 | 0.62% | ||
| 12 | VAUGHAN DAVID INVESTMENTS LLC/IL | 3,125 | 252,000 | 0.55% |
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.
