| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Crestwood Advisors Group, LLC | 536,114 | 13,022,000 | 38.07% | ||
| 2 | JAMES INVESTMENT RESEARCH, INC. | 363,754 | 8,836,000 | 25.84% | PRN | |
| 3 | Leisure Capital Management | 334,782 | 8,132,000 | 23.78% | ||
| 4 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 100,640 | 2,445,000 | 7.15% | ||
| 5 | OARSMAN CAPITAL, INC. | 37,445 | 910,000 | 2.66% | ||
| 6 | Veritable, L.P. | 17,250 | 419,000 | 1.23% | ||
| 7 | MENLO ADVISORS LLC | 11,000 | 267,000 | 0.78% | ||
| 8 | SYNOVUS FINANCIAL CORP | 7,000 | 170,000 | 0.50% |
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.
