| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 23,169 | 2,971,000 | 70.35% | ||
| 2 | Veritable, L.P. | 6,227 | 799,000 | 18.92% | ||
| 3 | World Asset Management Inc | 3,536 | 453,000 | 10.73% |
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.
