| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 275,779 | 4,484,000 | 58.50% | ||
| 2 | JAMES INVESTMENT RESEARCH, INC. | 97,545 | 1,586,000 | 20.69% | ||
| 3 | HOLLENCREST CAPITAL MANAGEMENT | 44,980 | 731,000 | 9.54% | ||
| 4 | MONETARY MANAGEMENT GROUP INC | 21,434 | 349,000 | 4.55% | ||
| 5 | ARMSTRONG SHAW ASSOCIATES INC/CT | 18,293 | 297,000 | 3.87% | ||
| 6 | OARSMAN CAPITAL, INC. | 13,388 | 218,000 | 2.84% |
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.
