| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Curi Capital, LLC | 79,388 | 4,016,000 | 66.87% | ||
| 2 | SYNOVUS FINANCIAL CORP | 27,100 | 1,371,000 | 22.83% | ||
| 3 | 1834 INVESTMENT ADVISORS CO | 6,395 | 324,000 | 5.39% | ||
| 4 | Evercore Wealth Management, LLC | 5,826 | 295,000 | 4.91% |
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.
