| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KOVITZ INVESTMENT GROUP PARTNERS, LLC | 550,809 | 2,749,000 | 55.86% | ||
| 2 | Curi Capital, LLC | 420,527 | 2,098,000 | 42.63% | ||
| 3 | HOLLENCREST CAPITAL MANAGEMENT | 14,810 | 74,000 | 1.50% |
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.
