| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 1,000,000 | 110,000 | 52.14% | ||
| 2 | MARIETTA WEALTH MANAGEMENT, LLC | 509,000 | 56,000 | 26.54% | ||
| 3 | L & S Advisors Inc | 340,000 | 37,000 | 17.54% | ||
| 4 | Vantage Investment Advisors, LLC | 40,000 | 4,000 | 1.90% | ||
| 5 | PNC FINANCIAL SERVICES GROUP, INC. | 17,000 | 2,000 | 0.95% | ||
| 6 | FIRST NATIONAL TRUST CO | 13,500 | 1,000 | 0.47% | ||
| 7 | CT Financial Advisors LLC | 9,000 | 990 | 0.47% |
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.
