| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Curi Capital, LLC | 60,231 | 3,016,000 | 59.49% | ||
| 2 | SYNOVUS FINANCIAL CORP | 28,747 | 1,440,000 | 28.40% | ||
| 3 | 1834 INVESTMENT ADVISORS CO | 6,395 | 320,000 | 6.31% | ||
| 4 | Evercore Wealth Management, LLC | 5,826 | 292,000 | 5.76% | ||
| 5 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 40 | 2,000 | 0.04% |
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.
