| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 13,175 | 1,190,000 | 60.13% | ||
| 2 | World Asset Management Inc | 3,327 | 301,000 | 15.21% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 3,120 | 282,000 | 14.25% | ||
| 4 | COLDSTREAM CAPITAL MANAGEMENT INC | 2,278 | 206,000 | 10.41% |
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.
