| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Curi Capital, LLC | 150,000 | 988,000 | 83.23% | ||
| 2 | Veritable, L.P. | 30,000 | 198,000 | 16.68% | ||
| 3 | Pinnacle Holdings, LLC | 164 | 1,081 | 0.09% |
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.
