| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Curi Capital, LLC | 473,766 | 15,956,000 | 79.28% | ||
| 2 | GAMBLE JONES INVESTMENT COUNSEL | 60,841 | 2,049,000 | 10.18% | ||
| 3 | Avalon Investment & Advisory | 33,917 | 1,142,000 | 5.67% | ||
| 4 | CORBYN INVESTMENT MANAGEMENT INC/MD | 19,592 | 660,000 | 3.28% | ||
| 5 | ARGENT CAPITAL MANAGEMENT LLC | 9,240 | 311,000 | 1.55% | ||
| 6 | QUADRANT CAPITAL GROUP LLC | 212 | 7,000 | 0.03% |
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.
