| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JAMES INVESTMENT RESEARCH, INC. | 1,030 | 31,000 | 0.42% | ||
| 2 | LOEB PARTNERS CORP | 10,000 | 305,000 | 4.14% | ||
| 3 | D L CARLSON INVESTMENT GROUP INC | 13,745 | 419,000 | 5.69% | ||
| 4 | CHARTIST INC /CA/ | 23,679 | 721,722 | 9.79% | ||
| 5 | NORTH STAR ASSET MANAGEMENT INC | 36,975 | 1,127,000 | 15.29% | ||
| 6 | STUYVESANT CAPITAL MANAGEMENT | 62,875 | 1,916,000 | 26.00% | ||
| 7 | Veritable, L.P. | 93,457 | 2,849,000 | 38.66% |
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.
