| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Crestwood Advisors Group, LLC | 682,726 | 16,631,000 | 47.90% | ||
| 2 | JAMES INVESTMENT RESEARCH, INC. | 429,459 | 10,461,000 | 30.13% | ||
| 3 | Leisure Capital Management | 134,323 | 3,272,000 | 9.42% | ||
| 4 | MENLO ADVISORS LLC | 87,050 | 2,120,000 | 6.11% | ||
| 5 | OARSMAN CAPITAL, INC. | 44,020 | 1,072,000 | 3.09% | ||
| 6 | 1834 INVESTMENT ADVISORS CO | 32,800 | 799,000 | 2.30% | ||
| 7 | Ancora Advisors LLC | 10,000 | 244,000 | 0.70% | ||
| 8 | SYNOVUS FINANCIAL CORP | 5,000 | 122,000 | 0.35% |
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.
