| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Curi Capital, LLC | 14,282 | 329,000 | 16.92% | ||
| 2 | FIRST FOUNDATION ADVISORS | 70,142 | 1,616,000 | 83.08% |
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.