| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Sigma Investment Management Co | 14,325 | 761,000 | 55.31% | ||
| 2 | Veritable, L.P. | 10,981 | 583,000 | 42.37% | ||
| 3 | JAMES INVESTMENT RESEARCH, INC. | 600 | 32,000 | 2.33% | 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.
