| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 19,017 | 1,247,000 | 36.11% | ||
| 2 | PACER ADVISORS, INC. | 12,978 | 851,000 | 24.65% | ||
| 3 | World Asset Management Inc | 11,188 | 734,000 | 21.26% | ||
| 4 | CHICKASAW CAPITAL MANAGEMENT LLC | 6,300 | 413,000 | 11.96% | ||
| 5 | Veritable, L.P. | 3,175 | 208,000 | 6.02% |
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.
