| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JAMES INVESTMENT RESEARCH, INC. | 687 | 61,000 | 0.21% | ||
| 2 | Evercore Wealth Management, LLC | 1,000 | 89,000 | 0.31% | ||
| 3 | ROTHSCHILD INVESTMENT LLC /IL | 4,045 | 362,000 | 1.27% | ||
| 4 | Palouse Capital Management, Inc. | 7,522 | 673,000 | 2.35% | ||
| 5 | DEARBORN PARTNERS LLC | 7,804 | 698,000 | 2.44% | ||
| 6 | PINNACLE ASSOCIATES LTD | 11,024 | 986,000 | 3.45% | ||
| 7 | Boltwood Capital Management | 14,678 | 1,312,000 | 4.59% | ||
| 8 | RONALD BLUE & CO LLC | 35,323 | 3,158,000 | 11.04% | ||
| 9 | WBI INVESTMENTS, LLC | 237,919 | 21,272,000 | 74.35% |
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.
