| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JAMES INVESTMENT RESEARCH, INC. | 288,145 | 13,860,000 | 48.50% | ||
| 2 | PINNACLE ASSOCIATES LTD | 194,228 | 9,342,000 | 32.69% | ||
| 3 | Pinnacle Wealth Management Advisory Group, LLC | 44,185 | 2,125,000 | 7.44% | ||
| 4 | Curi Capital, LLC | 39,301 | 1,890,000 | 6.61% | ||
| 5 | SONATA CAPITAL GROUP INC | 13,765 | 662,000 | 2.32% | ||
| 6 | SHELTON CAPITAL MANAGEMENT | 10,134 | 487,000 | 1.70% | ||
| 7 | BOSTON ADVISORS LLC | 4,380 | 211,000 | 0.74% |
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.
