| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 827,702 | 51,698,000 | 92.31% | ||
| 2 | ALBION FINANCIAL GROUP /UT | 53,432 | 3,337,000 | 5.96% | ||
| 3 | Avalon Investment & Advisory | 12,152 | 759,000 | 1.36% | ||
| 4 | New England Research & Management, Inc. | 3,250 | 203,000 | 0.36% | ||
| 5 | QUADRANT CAPITAL GROUP LLC | 165 | 10,000 | 0.02% |
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.
