| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 61,203 | 2,255,000 | 79.35% | ||
| 2 | CROFT-LEOMINSTER INC | 10,500 | 386,000 | 13.58% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 5,425 | 200,000 | 7.04% | ||
| 4 | PATHSTONE FAMILY OFFICE, LLC | 38 | 1,000 | 0.04% |
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.
