| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 229,099 | 12,263,000 | 79.14% | ||
| 2 | Chesley Taft & Associates LLC | 24,575 | 1,315,000 | 8.49% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 20,254 | 1,084,000 | 7.00% | ||
| 4 | World Asset Management Inc | 8,120 | 435,000 | 2.81% | ||
| 5 | CIM, LLC | 7,450 | 399,000 | 2.57% |
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.
