| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Matterhorn Capital Management, LLC | 153,655 | 5,661,000 | 48.40% | ||
| 2 | BBR PARTNERS, LLC | 105,000 | 3,868,000 | 33.07% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 46,267 | 1,704,000 | 14.57% | ||
| 4 | JAMES INVESTMENT RESEARCH, INC. | 12,579 | 463,000 | 3.96% |
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.
