| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KOVITZ INVESTMENT GROUP PARTNERS, LLC | 89,355 | 495,000 | 80.36% | ||
| 2 | Curi Capital, LLC | 17,979 | 100,000 | 16.23% | ||
| 3 | QCI ASSET MANAGEMENT INC/NY | 3,800 | 21,000 | 3.41% |
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.
