| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 88,565 | 2,236,000 | 62.01% | ||
| 2 | Edge Wealth Management LLC | 23,565 | 595,000 | 16.50% | SH | |
| 3 | AMERIPRISE FINANCIAL INC | 15,786 | 399,000 | 11.06% | ||
| 4 | Camelot Portfolios, LLC | 8,000 | 202,000 | 5.60% | ||
| 5 | Highlander Capital Management, LLC | 5,300 | 134,000 | 3.72% | ||
| 6 | PNC FINANCIAL SERVICES GROUP, INC. | 1,600 | 40,000 | 1.11% |
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.
