| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 13,000 | 34,000 | 73.91% | ||
| 2 | Joel Isaacson & Co., LLC | 4,500 | 12,000 | 26.09% |
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.
