| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Curi Capital, LLC | 42,689 | 2,389,000 | 83.47% | ||
| 2 | Geneva Advisors, LLC | 4,564 | 255,000 | 8.91% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 3,887 | 218,000 | 7.62% |
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.
