| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JAMES INVESTMENT RESEARCH, INC. | 183,331 | 4,460,000 | 80.35% | PRN | |
| 2 | OARSMAN CAPITAL, INC. | 27,405 | 667,000 | 12.02% | ||
| 3 | Veritable, L.P. | 15,550 | 378,000 | 6.81% | ||
| 4 | Exchange Capital Management, Inc. | 1,200 | 29,000 | 0.52% | ||
| 5 | CapWealth Advisors, LLC | 700 | 17,000 | 0.31% |
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.
