| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 88,715 | 2,142,000 | 62.98% | ||
| 2 | AMERIPRISE FINANCIAL INC | 24,937 | 602,000 | 17.70% | ||
| 3 | Edge Wealth Management LLC | 20,315 | 490,000 | 14.41% | ||
| 4 | Highlander Capital Management, LLC | 5,300 | 128,000 | 3.76% | ||
| 5 | PNC FINANCIAL SERVICES GROUP, INC. | 1,600 | 39,000 | 1.15% |
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.
