| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 405,324 | 12,054,000 | 63.40% | ||
| 2 | CG Asset Management LLC | 74,670 | 2,221,000 | 11.68% | ||
| 3 | SMITH HAYES Advisers, Inc | 42,525 | 1,265,000 | 6.65% | ||
| 4 | World Asset Management Inc | 38,441 | 1,143,000 | 6.01% | ||
| 5 | Veritable, L.P. | 31,941 | 950,000 | 5.00% | ||
| 6 | HIGH POINTE CAPITAL MANAGEMENT LLC | 18,250 | 543,000 | 2.86% | ||
| 7 | Coe Capital Management, LLC | 16,625 | 494,000 | 2.60% | ||
| 8 | Calvert Investment Management, Inc. | 10,232 | 304,000 | 1.60% | ||
| 9 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 1,300 | 39,000 | 0.21% |
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.
