| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 56,422 | 974,000 | 51.05% | ||
| 2 | World Asset Management Inc | 38,288 | 661,000 | 34.64% | ||
| 3 | Laird Norton Wetherby Wealth Management, LLC | 15,816 | 273,000 | 14.31% |
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.