| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JAMES INVESTMENT RESEARCH, INC. | 184,987 | 9,768,000 | 58.74% | ||
| 2 | World Asset Management Inc | 53,798 | 2,841,000 | 17.09% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 20,409 | 1,078,000 | 6.48% | ||
| 4 | Boltwood Capital Management | 10,533 | 556,000 | 3.34% | ||
| 5 | KCM INVESTMENT ADVISORS LLC | 9,152 | 483,000 | 2.90% | ||
| 6 | Azimuth Capital Management LLC | 8,440 | 446,000 | 2.68% | ||
| 7 | Laird Norton Wetherby Wealth Management, LLC | 5,549 | 293,000 | 1.76% | ||
| 8 | W.G. Shaheen & Associates DBA Whitney & Co | 5,500 | 290,000 | 1.74% | ||
| 9 | FIRST FOUNDATION ADVISORS | 5,130 | 271,000 | 1.63% | ||
| 10 | Bedell Frazier Investment Counselling, LLC | 5,084 | 268,000 | 1.61% | ||
| 11 | AVIANCE CAPITAL MANAGEMENT, LLC | 4,683 | 247,000 | 1.49% | ||
| 12 | Karp Capital Management Corp | 1,415 | 75,000 | 0.45% | ||
| 13 | Vigilant Capital Management, LLC | 130 | 7,000 | 0.04% | ||
| 14 | QCI ASSET MANAGEMENT INC/NY | 86 | 5,000 | 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.
