| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Constellation Wealth Advisors, LLC | 168,315 | 4,319,000 | 42.72% | ||
| 2 | SILVER CAPITAL MANAGEMENT LLC | 103,179 | 2,648,000 | 26.19% | ||
| 3 | Ancora Advisors LLC | 0 | 2,629,000 | 26.01% | ||
| 4 | MONETA GROUP INVESTMENT ADVISORS LLC | 20,000 | 513,000 | 5.07% |
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.