| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | B. Riley Wealth Advisors, Inc. | 4,290 | 2,156,000 | 33.52% | ||
| 2 | CATAWBA CAPITAL MANAGEMENT /VA | 26,939 | 1,354,000 | 21.05% | ||
| 3 | ALBION FINANCIAL GROUP /UT | 19,036 | 957,000 | 14.88% | ||
| 4 | NEVILLE RODIE & SHAW INC | 13,148 | 661,000 | 10.28% | ||
| 5 | Janney Montgomery Scott LLC | 6,525 | 327,865 | 5.10% | ||
| 6 | Bowling Portfolio Management LLC | 4,854 | 244,000 | 3.79% | ||
| 7 | NORTH STAR ASSET MANAGEMENT INC | 4,816 | 242,000 | 3.76% | ||
| 8 | CARRET ASSET MANAGEMENT, LLC | 4,764 | 239,000 | 3.72% | ||
| 9 | RNC CAPITAL MANAGEMENT LLC | 3,995 | 201,000 | 3.12% | ||
| 10 | MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 1,009 | 51,000 | 0.79% |
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.
