| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Paragon Capital Management LLC | 191,778 | 5,199,000 | 60.59% | ||
| 2 | Geneva Advisors, LLC | 84,569 | 2,293,000 | 26.72% | ||
| 3 | BALDWIN WEALTH PARTNERS LLC/MA | 22,423 | 608,000 | 7.09% | ||
| 4 | CROFT-LEOMINSTER INC | 17,722 | 480,000 | 5.59% |
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.
