| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JAMES INVESTMENT RESEARCH, INC. | 307,763 | 15,612,000 | 32.38% | ||
| 2 | SYNOVUS FINANCIAL CORP | 251,083 | 12,737,000 | 26.42% | ||
| 3 | RONALD BLUE & CO LLC | 218,433 | 11,081,000 | 22.98% | ||
| 4 | CABOT WEALTH MANAGEMENT INC | 54,168 | 2,748,000 | 5.70% | ||
| 5 | PROBITY ADVISORS, INC. | 51,030 | 2,589,000 | 5.37% | ||
| 6 | STALEY CAPITAL ADVISERS INC | 45,150 | 2,290,000 | 4.75% | ||
| 7 | HOLLENCREST CAPITAL MANAGEMENT | 21,485 | 1,090,000 | 2.26% | ||
| 8 | Ancora Advisors LLC | 1,350 | 69,000 | 0.14% | ||
| 9 | Plante Moran Financial Advisors, LLC | 44 | 2,000 | 0.00% |
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.
