| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 180,000 | 74,000 | 86.05% | ||
| 2 | BADGLEY PHELPS & BELL INC | 30,000 | 12,000 | 13.95% |
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.
