| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 92,397 | 3,084,000 | 53.63% | ||
| 2 | D L CARLSON INVESTMENT GROUP INC | 24,247 | 809,000 | 14.07% | ||
| 3 | CHARTIST INC /CA/ | 23,558 | 786,368 | 13.68% | ||
| 4 | NORTH STAR ASSET MANAGEMENT INC | 21,575 | 720,000 | 12.52% | ||
| 5 | LOEB PARTNERS CORP | 10,000 | 334,000 | 5.81% | ||
| 6 | JAMES INVESTMENT RESEARCH, INC. | 500 | 17,000 | 0.30% |
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.
