| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Summit Creek Advisors LLC | 426,787 | 13,764,000 | 81.82% | ||
| 2 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 47,520 | 1,533,000 | 9.11% | ||
| 3 | Bollard Group LLC | 30,000 | 967,000 | 5.75% | ||
| 4 | FRANKLIN STREET ADVISORS INC /NC | 17,300 | 558,000 | 3.32% |
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.