| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 27,533 | 1,217,000 | 33.64% | ||
| 2 | SUMMIT CAPITAL MANAGEMENT LLC | 18,000 | 796,000 | 22.00% | ||
| 3 | JAMES INVESTMENT RESEARCH, INC. | 13,445 | 594,000 | 16.42% | ||
| 4 | Veritable, L.P. | 11,945 | 528,000 | 14.59% | ||
| 5 | Laird Norton Wetherby Wealth Management, LLC | 5,697 | 252,000 | 6.97% | ||
| 6 | Livingston Group Asset Management CO (operating as Southport Capital Management) | 5,220 | 231,000 | 6.38% |
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.
