| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Matterhorn Capital Management, LLC | 146,678 | 6,339,000 | 43.00% | ||
| 2 | BBR PARTNERS, LLC | 105,000 | 4,538,000 | 30.78% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 49,043 | 2,120,000 | 14.38% | ||
| 4 | JAMES INVESTMENT RESEARCH, INC. | 40,373 | 1,745,000 | 11.84% |
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.
