| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Pinnacle Holdings, LLC | 2,240 | 9,610 | 0.66% | SH | |
| 2 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 5,550 | 24,000 | 1.64% | ||
| 3 | World Asset Management Inc | 18,355 | 79,000 | 5.40% | ||
| 4 | LOEB PARTNERS CORP | 40,500 | 174,000 | 11.89% | ||
| 5 | MCRAE CAPITAL MANAGEMENT INC | 49,900 | 214,000 | 14.62% | ||
| 6 | JAMES INVESTMENT RESEARCH, INC. | 95,500 | 410,000 | 28.01% | ||
| 7 | Veritable, L.P. | 129,000 | 553,000 | 37.78% |
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.
