| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Curi Capital, LLC | 177,343 | 2,641,000 | 45.30% | ||
| 2 | World Asset Management Inc | 144,701 | 2,155,000 | 36.96% | ||
| 3 | Veritable, L.P. | 37,781 | 563,000 | 9.66% | ||
| 4 | EAGLE GLOBAL ADVISORS LLC | 16,375 | 244,000 | 4.19% | ||
| 5 | ZEVIN ASSET MANAGEMENT LLC | 15,262 | 227,000 | 3.89% |
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.
