| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNDERHILL INVESTMENT MANAGEMENT LLC | 325,150 | 14,531,000 | 90.63% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 15,616 | 698,000 | 4.35% | ||
| 3 | CrestPoint Capital Management, LLC | 8,600 | 384,000 | 2.40% | ||
| 4 | World Asset Management Inc | 7,480 | 334,000 | 2.08% | ||
| 5 | JAMES INVESTMENT RESEARCH, INC. | 1,914 | 86,000 | 0.54% |
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.