| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 172,584 | 6,068,000 | 49.61% | ||
| 2 | JAMES INVESTMENT RESEARCH, INC. | 87,175 | 3,065,000 | 25.06% | ||
| 3 | ALBION FINANCIAL GROUP /UT | 53,683 | 1,887,000 | 15.43% | ||
| 4 | World Asset Management Inc | 13,650 | 480,000 | 3.92% | ||
| 5 | Cetera Advisor Networks LLC | 10,155 | 358,000 | 2.93% | ||
| 6 | CATAWBA CAPITAL MANAGEMENT /VA | 8,443 | 297,000 | 2.43% | ||
| 7 | MONETARY MANAGEMENT GROUP INC | 2,200 | 77,000 | 0.63% |
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.
