| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Curi Capital, LLC | 117,054 | 5,775,000 | 72.03% | ||
| 2 | SYNOVUS FINANCIAL CORP | 32,300 | 1,594,000 | 19.88% | ||
| 3 | Evercore Wealth Management, LLC | 7,481 | 369,000 | 4.60% | ||
| 4 | 1834 INVESTMENT ADVISORS CO | 5,650 | 279,000 | 3.48% |
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.
