| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Sigma Investment Management Co | 14,325 | 745,000 | 61.17% | ||
| 2 | Veritable, L.P. | 8,493 | 442,000 | 36.29% | ||
| 3 | JAMES INVESTMENT RESEARCH, INC. | 600 | 31,000 | 2.55% |
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.
