| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 76,491 | 3,634,000 | 63.40% | ||
| 2 | Veritable, L.P. | 26,630 | 1,265,000 | 22.07% | ||
| 3 | ROTHSCHILD INVESTMENT LLC /IL | 11,418 | 542,000 | 9.46% | ||
| 4 | GAMBLE JONES INVESTMENT COUNSEL | 6,132 | 291,000 | 5.08% |
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.