| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JAMES INVESTMENT RESEARCH, INC. | 432 | 41,000 | 0.17% | ||
| 2 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 28,041 | 2,647,000 | 10.73% | ||
| 3 | Karp Capital Management Corp | 33,360 | 3,149,000 | 12.76% | ||
| 4 | Veritable, L.P. | 98,185 | 9,268,000 | 37.56% | ||
| 5 | DOWLING & YAHNKE LLC | 101,412 | 9,572,000 | 38.79% |
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.
