| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Curi Capital, LLC | 315,589 | 3,894,000 | 52.85% | ||
| 2 | STONERIDGE INVESTMENT PARTNERS LLC | 142,069 | 1,753,000 | 23.79% | ||
| 3 | Avalon Investment & Advisory | 65,013 | 802,000 | 10.88% | ||
| 4 | Belmont Global Advisors, Inc. | 40,000 | 494,000 | 6.70% | ||
| 5 | MCRAE CAPITAL MANAGEMENT INC | 20,200 | 249,000 | 3.38% | ||
| 6 | MAI Capital Management | 14,280 | 176,000 | 2.39% |
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.
