| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WBI INVESTMENTS, LLC | 2,348,969 | 97,059,000 | 71.66% | ||
| 2 | DT Investment Partners, LLC | 502,170 | 20,750,000 | 15.32% | ||
| 3 | Exchange Capital Management, Inc. | 205,161 | 8,477,000 | 6.26% | ||
| 4 | Palouse Capital Management, Inc. | 71,959 | 2,973,000 | 2.20% | ||
| 5 | HOLLENCREST CAPITAL MANAGEMENT | 59,837 | 2,472,000 | 1.83% | ||
| 6 | GREENWOOD CAPITAL ASSOCIATES LLC | 27,490 | 1,136,000 | 0.84% | ||
| 7 | OARSMAN CAPITAL, INC. | 15,852 | 655,000 | 0.48% | ||
| 8 | PITTENGER & ANDERSON INC | 13,775 | 569,000 | 0.42% | ||
| 9 | BERKSHIRE ASSET MANAGEMENT LLC/PA | 12,050 | 498,000 | 0.37% | ||
| 10 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 11,367 | 470,000 | 0.35% | ||
| 11 | Veritable, L.P. | 5,516 | 228,000 | 0.17% | ||
| 12 | EFG Private Wealth Management (Americas) Corp. | 2,099 | 87,000 | 0.06% | ||
| 13 | CapWealth Advisors, LLC | 800 | 33,000 | 0.02% | ||
| 14 | JAMES INVESTMENT RESEARCH, INC. | 725 | 30,000 | 0.02% | PRN |
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.
