| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Curi Capital, LLC | 2,621,060 | 26,813,000 | 52.03% | ||
| 2 | Barry Investment Advisors, LLC | 2,387,753 | 24,427,000 | 47.40% | ||
| 3 | VALLEY FORGE ASSET MANAGEMENT, LLC | 25,325 | 259,000 | 0.50% | ||
| 4 | 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.
