| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Independence Capital Asset Partners, LLC | 651,909 | 7,836,000 | 55.29% | ||
| 2 | Curi Capital, LLC | 286,797 | 3,447,000 | 24.32% | ||
| 3 | Veritable, L.P. | 156,725 | 1,884,000 | 13.29% | ||
| 4 | FRANKLIN STREET ADVISORS INC /NC | 73,175 | 880,000 | 6.21% | ||
| 5 | CONDOR CAPITAL MANAGEMENT | 10,491 | 126,000 | 0.89% |
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.
