| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORRIS CAPITAL ADVISORS, LLC | 22,528 | 3,171,000 | 44.01% | ||
| 2 | IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 6,753 | 1,036,000 | 14.38% | ||
| 3 | Legacy Private Trust Co. | 6,735 | 948,000 | 13.16% | ||
| 4 | LMR Partners LLP | 5,773 | 813,000 | 11.28% | ||
| 5 | WEATHERBIE CAPITAL, LLC | 4,488 | 632,000 | 8.77% | ||
| 6 | COMMUNITY TRUST & INVESTMENT CO | 3,550 | 500,000 | 6.94% | ||
| 7 | Archford Capital Strategies, LLC | 385 | 54,000 | 0.75% | ||
| 8 | SECURITY NATIONAL TRUST CO | 144 | 20,000 | 0.28% | ||
| 9 | PINKERTON WEALTH, LLC | 112 | 16,000 | 0.22% | ||
| 10 | Gemmer Asset Management LLC | 75 | 11,000 | 0.15% | ||
| 11 | CWM, LLC | 27 | 4,000 | 0.06% |
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.
