| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ARGENT CAPITAL MANAGEMENT LLC | 896,335 | 34,088,000 | 78.80% | ||
| 2 | Hollow Brook Wealth Management LLC | 79,124 | 3,009,000 | 6.96% | ||
| 3 | Curi Capital, LLC | 52,848 | 2,010,000 | 4.65% | ||
| 4 | J.P. Morgan Private Wealth Advisors LLC | 47,220 | 1,796,000 | 4.15% | ||
| 5 | JAMES INVESTMENT RESEARCH, INC. | 39,320 | 1,495,000 | 3.46% | ||
| 6 | Veritable, L.P. | 14,389 | 547,000 | 1.26% | ||
| 7 | World Asset Management Inc | 8,275 | 315,000 | 0.73% |
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.
