| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Curi Capital, LLC | 46,727 | 2,691,000 | 92.89% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 3,570 | 206,000 | 7.11% |
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.
