| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 12,295 | 939,000 | 66.17% | ||
| 2 | World Asset Management Inc | 3,314 | 253,000 | 17.83% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 2,975 | 227,000 | 16.00% |
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.
