| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 71,709 | 2,172,000 | 71.57% | ||
| 2 | Veritable, L.P. | 19,674 | 596,000 | 19.64% | ||
| 3 | World Asset Management Inc | 8,817 | 267,000 | 8.80% |
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.
