| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Crestwood Advisors Group, LLC | 468,016 | 11,354,000 | 67.29% | ||
| 2 | JAMES INVESTMENT RESEARCH, INC. | 178,331 | 4,326,000 | 25.64% | PRN | |
| 3 | OARSMAN CAPITAL, INC. | 24,472 | 594,000 | 3.52% | ||
| 4 | Veritable, L.P. | 15,550 | 377,000 | 2.23% | ||
| 5 | SYNOVUS FINANCIAL CORP | 7,300 | 177,000 | 1.05% | ||
| 6 | Exchange Capital Management, Inc. | 1,200 | 29,000 | 0.17% | ||
| 7 | CapWealth Advisors, LLC | 700 | 17,000 | 0.10% |
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.
