| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 67,600 | 2,002,000 | 69.66% | ||
| 2 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 29,125 | 863,000 | 30.03% | ||
| 3 | PNC FINANCIAL SERVICES GROUP, INC. | 300 | 9,000 | 0.31% |
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.
