| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Convergence Investment Partners, LLC | 75,938 | 6,667,000 | 67.13% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 18,686 | 1,641,000 | 16.52% | ||
| 3 | World Asset Management Inc | 6,518 | 572,000 | 5.76% | ||
| 4 | HOLLENCREST CAPITAL MANAGEMENT | 5,715 | 501,000 | 5.04% | ||
| 5 | AVIANCE CAPITAL MANAGEMENT, LLC | 3,678 | 323,000 | 3.25% | ||
| 6 | ROTHSCHILD INVESTMENT LLC /IL | 2,582 | 227,000 | 2.29% |
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.
