| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 293,180 | 52,000 | 81.25% | ||
| 2 | SARGENT BICKHAM LAGUDIS LLC | 40,000 | 7,000 | 10.94% | ||
| 3 | Personal Capital Advisors Corp | 25,000 | 4,000 | 6.25% | ||
| 4 | VALLEY WEALTH MANAGERS, INC. | 7,500 | 1,000 | 1.56% |
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.
