| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Crestwood Advisors Group, LLC | 632,703 | 15,413,000 | 44.69% | ||
| 2 | JAMES INVESTMENT RESEARCH, INC. | 434,209 | 10,577,000 | 30.67% | ||
| 3 | Leisure Capital Management | 143,809 | 3,503,000 | 10.16% | ||
| 4 | MENLO ADVISORS LLC | 81,125 | 1,976,000 | 5.73% | ||
| 5 | OARSMAN CAPITAL, INC. | 45,485 | 1,108,000 | 3.21% | ||
| 6 | FIRST FOUNDATION ADVISORS | 32,740 | 798,000 | 2.31% | ||
| 7 | 1834 INVESTMENT ADVISORS CO | 30,800 | 750,000 | 2.17% | ||
| 8 | Ancora Advisors LLC | 10,000 | 244,000 | 0.71% | ||
| 9 | 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.
