| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BALASA DINVERNO & FOLTZ LLC | 17,323 | 908,000 | 74.06% | ||
| 2 | YCG, LLC | 5,530 | 289,000 | 23.57% | ||
| 3 | WESTPORT RESOURCES MANAGEMENT INC | 559 | 29,000 | 2.37% |
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.
