| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 57,700 | 3,062,000 | 34.22% | ||
| 2 | JAMES INVESTMENT RESEARCH, INC. | 32,295 | 1,714,000 | 19.15% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 27,691 | 1,469,000 | 16.42% | ||
| 4 | Boltwood Capital Management | 10,533 | 559,000 | 6.25% | ||
| 5 | KCM INVESTMENT ADVISORS LLC | 10,208 | 542,000 | 6.06% | ||
| 6 | Azimuth Capital Management LLC | 7,440 | 395,000 | 4.41% | ||
| 7 | FIRST FOUNDATION ADVISORS | 7,110 | 377,000 | 4.21% | ||
| 8 | W.G. Shaheen & Associates DBA Whitney & Co | 5,500 | 292,000 | 3.26% | ||
| 9 | Bedell Frazier Investment Counselling, LLC | 5,426 | 288,000 | 3.22% | ||
| 10 | Laird Norton Wetherby Wealth Management, LLC | 4,390 | 233,000 | 2.60% | ||
| 11 | Karp Capital Management Corp | 200 | 11,000 | 0.12% | ||
| 12 | Vigilant Capital Management, LLC | 130 | 7,000 | 0.08% |
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.
