| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 69,590 | 1,760,000 | 94.52% | ||
| 2 | Edge Wealth Management LLC | 3,850 | 97,000 | 5.21% | ||
| 3 | REILLY FINANCIAL ADVISORS, LLC | 200 | 5,000 | 0.27% |
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.
