| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Independence Capital Asset Partners, LLC | 536,210 | 5,630,000 | 50.18% | ||
| 2 | Curi Capital, LLC | 259,227 | 2,722,000 | 24.26% | ||
| 3 | Veritable, L.P. | 156,725 | 1,646,000 | 14.67% | ||
| 4 | FRANKLIN STREET ADVISORS INC /NC | 104,275 | 1,095,000 | 9.76% | ||
| 5 | CONDOR CAPITAL MANAGEMENT | 12,090 | 127,000 | 1.13% |
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.
