| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WBI INVESTMENTS, LLC | 2,559,285 | 106,799,000 | 88.57% | ||
| 2 | Exchange Capital Management, Inc. | 211,166 | 8,812,000 | 7.31% | ||
| 3 | Palouse Capital Management, Inc. | 69,634 | 2,906,000 | 2.41% | ||
| 4 | OARSMAN CAPITAL, INC. | 16,066 | 670,000 | 0.56% | ||
| 5 | BERKSHIRE ASSET MANAGEMENT LLC/PA | 11,444 | 478,000 | 0.40% | ||
| 6 | HOLLENCREST CAPITAL MANAGEMENT | 10,756 | 448,000 | 0.37% | ||
| 7 | Veritable, L.P. | 5,494 | 229,000 | 0.19% | ||
| 8 | Clarkston Capital Partners, LLC | 4,100 | 171,093 | 0.14% | ||
| 9 | JAMES INVESTMENT RESEARCH, INC. | 725 | 30,000 | 0.02% | PRN | |
| 10 | CapWealth Advisors, LLC | 400 | 17,000 | 0.01% | ||
| 11 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 211 | 9,000 | 0.01% | ||
| 12 | Ranger International Management, LP | 158 | 7,000 | 0.01% | ||
| 13 | TOCQUEVILLE ASSET MANAGEMENT L.P. | 90 | 4,000 | 0.00% |
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.
