| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | STALEY CAPITAL ADVISERS INC | 558,765 | 15,483,000 | 37.32% | ||
| 2 | EVERGREEN CAPITAL MANAGEMENT LLC | 245,825 | 6,812,000 | 16.42% | ||
| 3 | S&CO INC | 134,216 | 3,719,000 | 8.96% | ||
| 4 | MAI Capital Management | 126,540 | 3,506,000 | 8.45% | ||
| 5 | MENLO ADVISORS LLC | 107,475 | 2,978,000 | 7.18% | ||
| 6 | CALDWELL & ORKIN INC | 95,500 | 2,646,000 | 6.38% | ||
| 7 | Guild Investment Management, Inc. | 63,940 | 1,772,000 | 4.27% | ||
| 8 | SOL Capital Management CO | 50,400 | 1,397,000 | 3.37% | ||
| 9 | JAMES INVESTMENT RESEARCH, INC. | 38,555 | 1,068,000 | 2.57% | ||
| 10 | Ascent Wealth Partners, LLC | 25,605 | 710,000 | 1.71% | ||
| 11 | Veritable, L.P. | 21,135 | 586,000 | 1.41% | ||
| 12 | Legacy Capital Partners, Inc. | 16,610 | 461,000 | 1.11% | ||
| 13 | QCI ASSET MANAGEMENT INC/NY | 10,000 | 277,000 | 0.67% | ||
| 14 | ArchPoint Investors | 2,240 | 62,000 | 0.15% | ||
| 15 | SeaBridge Investment Advisors LLC | 530 | 15,000 | 0.04% |
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.
