| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Curi Capital, LLC | 285,425 | 4,164,000 | 70.05% | ||
| 2 | Archford Capital Strategies, LLC | 12,840 | 940,000 | 15.81% | ||
| 3 | FIRST FOUNDATION ADVISORS | 31,625 | 461,000 | 7.76% | ||
| 4 | CATAWBA CAPITAL MANAGEMENT /VA | 14,480 | 211,000 | 3.55% | ||
| 5 | HOLLENCREST CAPITAL MANAGEMENT | 11,500 | 168,000 | 2.83% |
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.
