| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Belmont Global Advisors, Inc. | 72,500 | 521,000 | 46.94% | ||
| 2 | Belmont Global Advisors, Inc. | 35,000 | 251,000 | 22.61% | Call | |
| 3 | Crestwood Advisors Group, LLC | 32,928 | 236,000 | 21.26% | ||
| 4 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 14,211 | 102,000 | 9.19% |
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.
