| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 30,400 | 1,321,000 | 26.53% | ||
| 2 | World Asset Management Inc | 24,667 | 1,072,000 | 21.53% | ||
| 3 | SUMMIT CAPITAL MANAGEMENT LLC | 18,000 | 782,000 | 15.71% | ||
| 4 | JAMES INVESTMENT RESEARCH, INC. | 12,595 | 547,000 | 10.99% | ||
| 5 | Veritable, L.P. | 10,306 | 448,000 | 9.00% | ||
| 6 | J.P. Morgan Private Wealth Advisors LLC | 7,781 | 338,000 | 6.79% | ||
| 7 | Laird Norton Wetherby Wealth Management, LLC | 5,614 | 244,000 | 4.90% | ||
| 8 | Livingston Group Asset Management CO (operating as Southport Capital Management) | 5,220 | 227,000 | 4.56% |
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.
