| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WBI INVESTMENTS, LLC | 431,966 | 37,883,000 | 92.33% | ||
| 2 | PINNACLE ASSOCIATES LTD | 10,665 | 935,000 | 2.28% | ||
| 3 | Palouse Capital Management, Inc. | 9,735 | 854,000 | 2.08% | ||
| 4 | Vigilant Capital Management, LLC | 5,780 | 507,000 | 1.24% | ||
| 5 | WEIK CAPITAL MANAGEMENT | 5,410 | 474,000 | 1.16% | ||
| 6 | Veritable, L.P. | 2,523 | 221,000 | 0.54% | ||
| 7 | Crosspoint Capital Strategies, LLC | 1,794 | 157,000 | 0.38% |
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.
