| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Sigma Investment Management Co | 12,991 | 719,000 | 52.87% | ||
| 2 | Veritable, L.P. | 10,981 | 608,000 | 44.71% | ||
| 3 | JAMES INVESTMENT RESEARCH, INC. | 600 | 33,000 | 2.43% | 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.
