| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Curi Capital, LLC | 29,705 | 380,000 | 98.70% | ||
| 2 | JAMES INVESTMENT RESEARCH, INC. | 406 | 5,000 | 1.30% | PRN |
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.