| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 276,557 | 3,999,000 | 83.42% | ||
| 2 | JAMES INVESTMENT RESEARCH, INC. | 24,033 | 348,000 | 7.26% | ||
| 3 | HOLLENCREST CAPITAL MANAGEMENT | 23,490 | 340,000 | 7.09% | ||
| 4 | MONETARY MANAGEMENT GROUP INC | 6,621 | 96,000 | 2.00% | ||
| 5 | Ancora Advisors LLC | 765 | 11,000 | 0.23% |
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.
