| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Curi Capital, LLC | 300,794 | 4,172,000 | 56.20% | ||
| 2 | World Asset Management Inc | 157,545 | 2,185,000 | 29.43% | ||
| 3 | Veritable, L.P. | 54,061 | 750,000 | 10.10% | ||
| 4 | EAGLE GLOBAL ADVISORS LLC | 22,875 | 317,000 | 4.27% |
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.
