| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Curi Capital, LLC | 37,486 | 378,000 | 68.85% | ||
| 2 | Crestwood Advisors Group, LLC | 17,000 | 171,000 | 31.15% |
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.
