| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Advisors Capital Management, LLC | 432,299 | 9,614,000 | 70.81% | ||
| 2 | JAMES INVESTMENT RESEARCH, INC. | 104,655 | 2,328,000 | 17.15% | ||
| 3 | Pinnacle Holdings, LLC | 73,546 | 1,635,663 | 12.05% |
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.