| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 134,054 | 6,162,000 | 97.36% | ||
| 2 | JAMES INVESTMENT RESEARCH, INC. | 3,175 | 146,000 | 2.31% | ||
| 3 | Evercore Wealth Management, LLC | 322 | 15,000 | 0.24% | ||
| 4 | Plante Moran Financial Advisors, LLC | 129 | 6,000 | 0.09% |
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.
