| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Convergence Investment Partners, LLC | 32,253 | 2,458,000 | 82.12% | ||
| 2 | CrestPoint Capital Management, LLC | 4,200 | 320,000 | 10.69% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 2,824 | 215,000 | 7.18% |
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.
