| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 82,105 | 2,060,000 | 94.67% | ||
| 2 | Edge Wealth Management LLC | 3,850 | 97,000 | 4.46% | SH | |
| 3 | PNC FINANCIAL SERVICES GROUP, INC. | 775 | 19,000 | 0.87% |
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.
