| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RAY GERALD L & ASSOCIATES LTD | 40,000 | 836,000 | 55.18% | ||
| 2 | AMERIPRISE FINANCIAL INC | 20,570 | 430,000 | 28.38% | ||
| 3 | Curi Capital, LLC | 10,168 | 212,000 | 13.99% | ||
| 4 | Highlander Capital Management, LLC | 1,750 | 37,000 | 2.44% |
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.