| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 138,435 | 2,903,000 | 53.76% | ||
| 2 | Narwhal Capital Management | 78,226 | 1,640,000 | 30.37% | ||
| 3 | Geller Advisors LLC | 20,950 | 439,000 | 8.13% | ||
| 4 | Veritable, L.P. | 19,915 | 418,000 | 7.74% |
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.
