| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Curi Capital, LLC | 402,800 | 5,587,000 | 63.05% | ||
| 2 | FIRST FOUNDATION ADVISORS | 133,804 | 1,856,000 | 20.95% | ||
| 3 | Ativo Capital Management LLC | 102,222 | 1,418,000 | 16.00% |
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.
