| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | STALEY CAPITAL ADVISERS INC | 811,515 | 16,977,000 | 40.47% | ||
| 2 | EVERGREEN CAPITAL MANAGEMENT LLC | 242,115 | 5,065,000 | 12.07% | ||
| 3 | LOEB PARTNERS CORP | 162,500 | 3,400,000 | 8.10% | ||
| 4 | S&CO INC | 143,096 | 2,994,000 | 7.14% | ||
| 5 | CUMBERLAND ADVISORS INC | 141,130 | 2,952,000 | 7.04% | ||
| 6 | MAI Capital Management | 126,481 | 2,646,000 | 6.31% | ||
| 7 | MENLO ADVISORS LLC | 105,865 | 2,214,000 | 5.28% | ||
| 8 | Guild Investment Management, Inc. | 96,430 | 2,017,000 | 4.81% | ||
| 9 | SOL Capital Management CO | 46,600 | 975,000 | 2.32% | ||
| 10 | InterOcean Capital, LLC | 37,550 | 786,000 | 1.87% | ||
| 11 | JAMES INVESTMENT RESEARCH, INC. | 29,000 | 607,000 | 1.45% | ||
| 12 | Jolley Asset Management, LLC | 20,100 | 420,000 | 1.00% | ||
| 13 | Veritable, L.P. | 18,485 | 387,000 | 0.92% | ||
| 14 | Legacy Capital Partners, Inc. | 15,210 | 319,000 | 0.76% | ||
| 15 | Ancora Advisors LLC | 9,315 | 195,000 | 0.46% |
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.
