| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Coe Capital Management, LLC | 31,090 | 1,707,000 | 35.38% | ||
| 2 | Veritable, L.P. | 21,424 | 1,176,000 | 24.37% | ||
| 3 | Convergence Investment Partners, LLC | 20,550 | 1,128,000 | 23.38% | ||
| 4 | BLUESTEIN R H & CO LLC | 5,000 | 275,000 | 5.70% | ||
| 5 | World Asset Management Inc | 5,000 | 275,000 | 5.70% | ||
| 6 | CG Asset Management LLC | 4,800 | 264,000 | 5.47% |
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.
