| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 15,730 | 642,000 | 45.79% | ||
| 2 | ROTHSCHILD INVESTMENT LLC /IL | 12,800 | 523,000 | 37.30% | ||
| 3 | Veritable, L.P. | 5,800 | 237,000 | 16.90% |
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.
