| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 105,867 | 3,902,000 | 77.45% | ||
| 2 | Veritable, L.P. | 14,914 | 550,000 | 10.92% | ||
| 3 | World Asset Management Inc | 9,490 | 350,000 | 6.95% | ||
| 4 | AMERICAN NATIONAL INSURANCE CO | 6,400 | 236,000 | 4.68% |
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.
