| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JAMES INVESTMENT RESEARCH, INC. | 402,358 | 20,404,000 | 43.74% | PRN | |
| 2 | SYNOVUS FINANCIAL CORP | 214,640 | 10,884,000 | 23.33% | ||
| 3 | RONALD BLUE & CO LLC | 108,606 | 5,507,000 | 11.80% | ||
| 4 | CABOT WEALTH MANAGEMENT INC | 90,184 | 4,573,000 | 9.80% | ||
| 5 | WBI INVESTMENTS, LLC | 68,131 | 3,455,000 | 7.41% | ||
| 6 | STALEY CAPITAL ADVISERS INC | 30,950 | 1,569,000 | 3.36% | ||
| 7 | HOLLENCREST CAPITAL MANAGEMENT | 5,100 | 259,000 | 0.56% |
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.
