| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 72,530 | 1,865,000 | 86.18% | ||
| 2 | Crow Point Partners, LLC | 7,590 | 195,000 | 9.01% | ||
| 3 | Edge Wealth Management LLC | 3,850 | 99,000 | 4.57% | ||
| 4 | REILLY FINANCIAL ADVISORS, LLC | 200 | 5,000 | 0.23% |
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.
