| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Curi Capital, LLC | 62,338 | 793,000 | 57.88% | ||
| 2 | JAMES INVESTMENT RESEARCH, INC. | 22,316 | 284,000 | 20.73% | ||
| 3 | 1834 INVESTMENT ADVISORS CO | 11,886 | 151,000 | 11.02% | ||
| 4 | CARRET ASSET MANAGEMENT, LLC | 11,126 | 142,000 | 10.36% |
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.
