| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Matterhorn Capital Management, LLC | 151,596 | 5,764,000 | 50.21% | ||
| 2 | BBR PARTNERS, LLC | 105,000 | 3,992,000 | 34.77% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 44,624 | 1,697,000 | 14.78% | ||
| 4 | JAMES INVESTMENT RESEARCH, INC. | 700 | 27,000 | 0.24% |
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.
