| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 845,497 | 97,207,000 | 48.22% | ||
| 2 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 613,590 | 70,544,000 | 35.00% | ||
| 3 | PECONIC PARTNERS LLC | 162,885 | 18,727,000 | 9.29% | ||
| 4 | WESTWOOD MANAGEMENT CORP /IL/ | 122,800 | 14,118,000 | 7.00% | ||
| 5 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 3,160 | 363,000 | 0.18% | ||
| 6 | J.P. Morgan Private Wealth Advisors LLC | 2,777 | 319,000 | 0.16% | ||
| 7 | World Asset Management Inc | 2,593 | 298,000 | 0.15% | ||
| 8 | Cornerstone Advisors, Inc. | 14 | 2,000 | 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.
