| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 27,541 | 1,110,000 | 64.05% | ||
| 2 | CIM, LLC | 9,020 | 363,000 | 20.95% | ||
| 3 | Veritable, L.P. | 6,100 | 246,000 | 14.20% | ||
| 4 | QUADRANT CAPITAL GROUP LLC | 394 | 14,000 | 0.81% |
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.
