| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 13,240 | 607,000 | 28.30% | ||
| 2 | FORTE CAPITAL LLC /ADV | 12,211 | 560,000 | 26.11% | ||
| 3 | STALEY CAPITAL ADVISERS INC | 9,450 | 433,000 | 20.19% | ||
| 4 | Fiera Capital Corp | 5,063 | 232,000 | 10.82% | ||
| 5 | Livingston Group Asset Management CO (operating as Southport Capital Management) | 4,500 | 206,000 | 9.60% | ||
| 6 | JAMES INVESTMENT RESEARCH, INC. | 2,325 | 107,000 | 4.99% |
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.
