| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Curi Capital, LLC | 19,981 | 271,000 | 91.55% | ||
| 2 | JAMES INVESTMENT RESEARCH, INC. | 1,837 | 25,000 | 8.45% |
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.