| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 949,405 | 58,113,000 | 97.85% | ||
| 2 | D L CARLSON INVESTMENT GROUP INC | 16,933 | 1,036,000 | 1.74% | ||
| 3 | Avalon Investment & Advisory | 3,887 | 238,000 | 0.40% |
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.
