| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JAMES INVESTMENT RESEARCH, INC. | 287,483 | 12,856,000 | 53.15% | ||
| 2 | PINNACLE ASSOCIATES LTD | 180,177 | 8,058,000 | 33.31% | ||
| 3 | Pinnacle Wealth Management Advisory Group, LLC | 36,972 | 1,653,000 | 6.83% | ||
| 4 | Geneva Advisors, LLC | 19,214 | 859,000 | 3.55% | ||
| 5 | SONATA CAPITAL GROUP INC | 17,070 | 763,000 | 3.15% |
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.
