| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JAMES INVESTMENT RESEARCH, INC. | 19 | 2,000 | 0.04% | ||
| 2 | Evercore Wealth Management, LLC | 120 | 13,000 | 0.26% | ||
| 3 | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5,800 | 618,000 | 12.20% | ||
| 4 | Veritable, L.P. | 10,525 | 1,121,000 | 22.12% | ||
| 5 | World Asset Management Inc | 12,169 | 1,296,000 | 25.58% | ||
| 6 | NorthCoast Asset Management LLC | 18,948 | 2,017,000 | 39.81% |
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.
