| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 303,090 | 4,871,000 | 58.34% | ||
| 2 | JAMES INVESTMENT RESEARCH, INC. | 97,545 | 1,568,000 | 18.78% | ||
| 3 | HOLLENCREST CAPITAL MANAGEMENT | 44,980 | 723,000 | 8.66% | ||
| 4 | MONETARY MANAGEMENT GROUP INC | 21,434 | 344,000 | 4.12% | ||
| 5 | Curi Capital, LLC | 21,268 | 342,000 | 4.10% | ||
| 6 | ARMSTRONG SHAW ASSOCIATES INC/CT | 18,293 | 294,000 | 3.52% | ||
| 7 | OARSMAN CAPITAL, INC. | 12,969 | 208,000 | 2.49% |
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.
