| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Crestwood Advisors Group, LLC | 616,573 | 14,970,000 | 47.17% | ||
| 2 | JAMES INVESTMENT RESEARCH, INC. | 464,054 | 11,267,000 | 35.50% | ||
| 3 | Leisure Capital Management | 161,459 | 3,920,000 | 12.35% | ||
| 4 | OARSMAN CAPITAL, INC. | 45,745 | 1,111,000 | 3.50% | ||
| 5 | MENLO ADVISORS LLC | 14,400 | 349,000 | 1.10% | ||
| 6 | SYNOVUS FINANCIAL CORP | 5,000 | 121,000 | 0.38% |
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.
