| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Curi Capital, LLC | 2,658,584 | 27,038,000 | 52.76% | ||
| 2 | Barry Investment Advisors, LLC | 2,339,562 | 23,793,000 | 46.43% | ||
| 3 | VALLEY FORGE ASSET MANAGEMENT, LLC | 26,350 | 268,000 | 0.52% | ||
| 4 | HIGH POINTE CAPITAL MANAGEMENT LLC | 11,428 | 116,000 | 0.23% | ||
| 5 | JAMES INVESTMENT RESEARCH, INC. | 3,000 | 31,000 | 0.06% |
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.
