| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Camelot Portfolios, LLC | 181,769 | 2,303,000 | 46.68% | ||
| 2 | PINNACLE ASSOCIATES LTD | 143,666 | 1,820,000 | 36.89% | ||
| 3 | Curi Capital, LLC | 53,458 | 677,000 | 13.72% | ||
| 4 | Pinnacle Wealth Management Advisory Group, LLC | 10,575 | 134,000 | 2.72% |
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.
