| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TELEMUS CAPITAL, LLC | 21,043 | 2,123,000 | 74.90% | ||
| 2 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 4,672 | 471,000 | 16.62% | ||
| 3 | TOWER BRIDGE ADVISORS | 2,373 | 239,451 | 8.45% | ||
| 4 | REILLY FINANCIAL ADVISORS, LLC | 5 | 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.
