| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AVIANCE CAPITAL MANAGEMENT, LLC | 65,489 | 1,393,000 | 46.73% | ||
| 2 | Curi Capital, LLC | 52,966 | 1,127,000 | 37.81% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 21,690 | 461,000 | 15.46% |
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.
