| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JAMES INVESTMENT RESEARCH, INC. | 275,449 | 16,449,000 | 58.13% | ||
| 2 | L & S Advisors Inc | 64,716 | 3,865,000 | 13.66% | ||
| 3 | World Asset Management Inc | 50,064 | 2,990,000 | 10.57% | ||
| 4 | J.P. Morgan Private Wealth Advisors LLC | 30,171 | 1,802,000 | 6.37% | ||
| 5 | Boltwood Capital Management | 11,358 | 678,000 | 2.40% | ||
| 6 | KCM INVESTMENT ADVISORS LLC | 9,991 | 597,000 | 2.11% | ||
| 7 | Azimuth Capital Management LLC | 8,440 | 504,000 | 1.78% | ||
| 8 | Laird Norton Wetherby Wealth Management, LLC | 5,829 | 348,000 | 1.23% | ||
| 9 | W.G. Shaheen & Associates DBA Whitney & Co | 4,500 | 269,000 | 0.95% | ||
| 10 | AVIANCE CAPITAL MANAGEMENT, LLC | 4,512 | 269,000 | 0.95% | ||
| 11 | Bedell Frazier Investment Counselling, LLC | 4,484 | 268,000 | 0.95% | ||
| 12 | FIRST FOUNDATION ADVISORS | 4,210 | 251,000 | 0.89% | ||
| 13 | QCI ASSET MANAGEMENT INC/NY | 86 | 5,000 | 0.02% |
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.
