| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 52,838 | 718,000 | 49.48% | ||
| 2 | World Asset Management Inc | 38,007 | 516,000 | 35.56% | ||
| 3 | Laird Norton Wetherby Wealth Management, LLC | 15,950 | 217,000 | 14.96% |
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.
