| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WBI INVESTMENTS, LLC | 347,016 | 30,166,000 | 85.79% | ||
| 2 | Boltwood Capital Management | 14,678 | 1,276,000 | 3.63% | ||
| 3 | RONALD BLUE & CO LLC | 12,272 | 1,067,000 | 3.03% | ||
| 4 | PINNACLE ASSOCIATES LTD | 11,060 | 961,000 | 2.73% | ||
| 5 | Palouse Capital Management, Inc. | 8,180 | 711,000 | 2.02% | ||
| 6 | DEARBORN PARTNERS LLC | 5,565 | 484,000 | 1.38% | ||
| 7 | ROTHSCHILD INVESTMENT LLC /IL | 4,045 | 352,000 | 1.00% | ||
| 8 | Evercore Wealth Management, LLC | 1,000 | 87,000 | 0.25% | ||
| 9 | JAMES INVESTMENT RESEARCH, INC. | 687 | 60,000 | 0.17% |
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.
