| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Curi Capital, LLC | 110,743 | 1,275,000 | 91.46% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 10,378 | 119,000 | 8.54% |
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.