| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Curi Capital, LLC | 430,827 | 16,229,000 | 80.66% | ||
| 2 | GAMBLE JONES INVESTMENT COUNSEL | 59,186 | 2,230,000 | 11.08% | ||
| 3 | Avalon Investment & Advisory | 33,988 | 1,280,000 | 6.36% | ||
| 4 | ARGENT CAPITAL MANAGEMENT LLC | 10,140 | 382,000 | 1.90% |
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.
