| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 80,505 | 2,011,000 | 94.46% | ||
| 2 | Edge Wealth Management LLC | 3,850 | 96,000 | 4.51% | ||
| 3 | PNC FINANCIAL SERVICES GROUP, INC. | 875 | 22,000 | 1.03% |
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.
