| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JAMES INVESTMENT RESEARCH, INC. | 227,047 | 10,526,000 | 44.43% | ||
| 2 | PINNACLE ASSOCIATES LTD | 189,197 | 8,771,000 | 37.03% | ||
| 3 | Pinnacle Wealth Management Advisory Group, LLC | 42,115 | 1,952,000 | 8.24% | ||
| 4 | Curi Capital, LLC | 37,728 | 1,749,000 | 7.38% | ||
| 5 | SONATA CAPITAL GROUP INC | 14,895 | 691,000 | 2.92% |
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.
