| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Curi Capital, LLC | 117,144 | 634,000 | 55.71% | ||
| 2 | KOVITZ INVESTMENT GROUP PARTNERS, LLC | 89,355 | 483,000 | 42.44% | ||
| 3 | QCI ASSET MANAGEMENT INC/NY | 3,800 | 21,000 | 1.85% |
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.