| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JAMES INVESTMENT RESEARCH, INC. | 432 | 41,000 | 0.19% | ||
| 2 | HOLLENCREST CAPITAL MANAGEMENT | 4,475 | 425,000 | 1.97% | ||
| 3 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 27,656 | 2,624,000 | 12.15% | ||
| 4 | Veritable, L.P. | 96,776 | 9,181,000 | 42.51% | ||
| 5 | DOWLING & YAHNKE LLC | 98,281 | 9,324,000 | 43.18% |
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.
