| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | REILLY FINANCIAL ADVISORS, LLC | 10,000 | 2,000 | 1.65% | ||
| 2 | BADGLEY PHELPS & BELL INC | 20,000 | 4,000 | 3.31% | ||
| 3 | Geneva Advisors, LLC | 605,390 | 115,000 | 95.04% |
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.
