| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 3,205,392 | 40,516,000 | 98.63% | ||
| 2 | Veritable, L.P. | 25,460 | 322,000 | 0.78% | ||
| 3 | CHICKASAW CAPITAL MANAGEMENT LLC | 19,000 | 240,000 | 0.58% |
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.
