| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Crestwood Advisors Group, LLC | 587,911 | 14,298,000 | 42.65% | ||
| 2 | JAMES INVESTMENT RESEARCH, INC. | 556,054 | 13,523,000 | 40.33% | PRN | |
| 3 | Leisure Capital Management | 146,616 | 3,566,000 | 10.64% | ||
| 4 | OARSMAN CAPITAL, INC. | 42,245 | 1,027,000 | 3.06% | ||
| 5 | Veritable, L.P. | 26,350 | 641,000 | 1.91% | ||
| 6 | MENLO ADVISORS LLC | 14,400 | 350,000 | 1.04% | ||
| 7 | SYNOVUS FINANCIAL CORP | 5,000 | 122,000 | 0.36% |
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.
