| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Curi Capital, LLC | 217,485 | 996,000 | 63.85% | ||
| 2 | Fiera Capital Corp | 54,053 | 248,000 | 15.90% | ||
| 3 | CORTLAND ASSOCIATES INC/MO | 40,000 | 183,000 | 11.73% | ||
| 4 | Leisure Capital Management | 28,931 | 133,000 | 8.53% |
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.
