| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PNC FINANCIAL SERVICES GROUP, INC. | 875 | 22,000 | 0.36% | ||
| 2 | Edge Wealth Management LLC | 3,850 | 97,000 | 1.60% | ||
| 3 | Geneva Advisors, LLC | 79,755 | 2,014,000 | 33.20% | ||
| 4 | RMR Advisors LLC | 155,756 | 3,933,000 | 64.84% |
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.
