| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JAMES INVESTMENT RESEARCH, INC. | 1,170,577 | 20,913,000 | 80.54% | ||
| 2 | SUN VALLEY GOLD LLC | 168,500 | 3,010,000 | 11.59% | ||
| 3 | Narwhal Capital Management | 42,974 | 768,000 | 2.96% | ||
| 4 | RONALD BLUE & CO LLC | 39,102 | 698,000 | 2.69% | ||
| 5 | CATAWBA CAPITAL MANAGEMENT /VA | 20,326 | 363,000 | 1.40% | ||
| 6 | Veritable, L.P. | 11,670 | 208,000 | 0.80% | ||
| 7 | ArchPoint Investors | 375 | 7,000 | 0.03% |
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.
