| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Ancora Advisors LLC | 159,801 | 9,941,000 | 69.74% | ||
| 2 | CUMBERLAND ADVISORS INC | 47,300 | 2,943,000 | 20.65% | ||
| 3 | Colonial Trust Advisors | 10,835 | 674,000 | 4.73% | ||
| 4 | Veritable, L.P. | 5,700 | 355,000 | 2.49% | ||
| 5 | Willingdon Wealth Management | 5,479 | 341,000 | 2.39% |
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.
