| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 18,578 | 1,295,000 | 33.94% | ||
| 2 | World Asset Management Inc | 10,932 | 762,000 | 19.97% | ||
| 3 | PACER ADVISORS, INC. | 10,570 | 737,000 | 19.31% | ||
| 4 | CHICKASAW CAPITAL MANAGEMENT LLC | 6,300 | 439,000 | 11.50% | ||
| 5 | EVERETT HARRIS & CO /CA/ | 5,155 | 359,000 | 9.41% | ||
| 6 | Veritable, L.P. | 3,211 | 224,000 | 5.87% |
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.
