| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Convergence Investment Partners, LLC | 52,867 | 3,434,000 | 54.20% | ||
| 2 | Windsor Financial Group, LLC | 28,135 | 1,828,000 | 28.85% | ||
| 3 | World Asset Management Inc | 10,723 | 696,000 | 10.98% | ||
| 4 | CHURCHILL MANAGEMENT Corp | 5,781 | 376,000 | 5.93% | ||
| 5 | Cornerstone Advisors, Inc. | 25 | 2,000 | 0.03% |
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.
