| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | STALEY CAPITAL ADVISERS INC | 183,950 | 9,028,000 | 40.88% | ||
| 2 | JAMES INVESTMENT RESEARCH, INC. | 168,704 | 8,280,000 | 37.49% | ||
| 3 | Accuvest Global Advisors | 25,885 | 1,270,000 | 5.75% | ||
| 4 | OARSMAN CAPITAL, INC. | 23,054 | 1,131,000 | 5.12% | ||
| 5 | FIRST FOUNDATION ADVISORS | 16,370 | 803,000 | 3.64% | ||
| 6 | 1834 INVESTMENT ADVISORS CO | 15,900 | 780,000 | 3.53% | ||
| 7 | Veritable, L.P. | 8,650 | 425,000 | 1.92% | ||
| 8 | Ancora Advisors LLC | 5,000 | 245,000 | 1.11% | ||
| 9 | SYNOVUS FINANCIAL CORP | 2,500 | 123,000 | 0.56% |
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.
