| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 844,753 | 93,683,000 | 72.24% | ||
| 2 | PECONIC PARTNERS LLC | 163,885 | 18,175,000 | 14.02% | ||
| 3 | WESTWOOD MANAGEMENT CORP /IL/ | 103,900 | 11,523,000 | 8.89% | ||
| 4 | RiverPark Advisors, LLC | 45,601 | 5,057,000 | 3.90% | ||
| 5 | World Asset Management Inc | 5,834 | 647,000 | 0.50% | ||
| 6 | J.P. Morgan Private Wealth Advisors LLC | 2,663 | 295,000 | 0.23% | ||
| 7 | REYNOLDS CAPITAL MANAGEMENT LLC | 2,400 | 266,000 | 0.21% | ||
| 8 | Bollard Group LLC | 200 | 22,000 | 0.02% | ||
| 9 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 55 | 6,000 | 0.00% | ||
| 10 | First City Capital Management, Inc. | 20 | 2,218 | 0.00% |
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.
