| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Sigma Investment Management Co | 15,869 | 942,000 | 57.72% | ||
| 2 | Veritable, L.P. | 10,837 | 644,000 | 39.46% | ||
| 3 | JAMES INVESTMENT RESEARCH, INC. | 600 | 36,000 | 2.21% | PRN | |
| 4 | EFG Private Wealth Management (Americas) Corp. | 173 | 10,000 | 0.61% |
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.
