| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Crestwood Advisors Group, LLC | 306,689 | 14,973,000 | 38.48% | ||
| 2 | JAMES INVESTMENT RESEARCH, INC. | 214,825 | 10,488,000 | 26.95% | ||
| 3 | STALEY CAPITAL ADVISERS INC | 187,800 | 9,168,000 | 23.56% | ||
| 4 | Accuvest Global Advisors | 24,450 | 1,194,000 | 3.07% | ||
| 5 | OARSMAN CAPITAL, INC. | 22,949 | 1,120,000 | 2.88% | ||
| 6 | 1834 INVESTMENT ADVISORS CO | 17,400 | 849,000 | 2.18% | ||
| 7 | FIRST FOUNDATION ADVISORS | 16,370 | 799,000 | 2.05% | ||
| 8 | Veritable, L.P. | 6,550 | 320,000 | 0.82% |
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.
