| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Independence Capital Asset Partners, LLC | 788,564 | 13,477,000 | 61.42% | ||
| 2 | Curi Capital, LLC | 277,243 | 4,738,000 | 21.59% | ||
| 3 | Veritable, L.P. | 156,725 | 2,678,000 | 12.20% | ||
| 4 | FRANKLIN STREET ADVISORS INC /NC | 48,475 | 828,000 | 3.77% | ||
| 5 | CONDOR CAPITAL MANAGEMENT | 12,904 | 221,000 | 1.01% |
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.
