| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SYNOVUS FINANCIAL CORP | 249,558 | 12,665,000 | 39.54% | ||
| 2 | JAMES INVESTMENT RESEARCH, INC. | 202,779 | 10,291,000 | 32.13% | ||
| 3 | CABOT WEALTH MANAGEMENT INC | 56,538 | 2,869,000 | 8.96% | ||
| 4 | STALEY CAPITAL ADVISERS INC | 41,150 | 2,088,000 | 6.52% | ||
| 5 | PROBITY ADVISORS, INC. | 33,605 | 1,705,000 | 5.32% | ||
| 6 | HOLLENCREST CAPITAL MANAGEMENT | 21,485 | 1,091,000 | 3.41% | ||
| 7 | RONALD BLUE & CO LLC | 20,697 | 1,050,000 | 3.28% | ||
| 8 | FIRST FOUNDATION ADVISORS | 5,346 | 271,000 | 0.85% |
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.