| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DOHENY ASSET MANAGEMENT /CA | 50,475 | 1,078,000 | 47.51% | ||
| 2 | Curi Capital, LLC | 39,000 | 833,000 | 36.71% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 16,791 | 358,000 | 15.78% |
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.