| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Curi Capital, LLC | 217,485 | 872,000 | 72.19% | ||
| 2 | Fiera Capital Corp | 54,053 | 217,000 | 17.96% | ||
| 3 | Leisure Capital Management | 29,655 | 119,000 | 9.85% |
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.
