| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 600,689 | 23,253,000 | 54.69% | ||
| 2 | ARS Investment Partners, LLC | 174,835 | 6,768,000 | 15.92% | ||
| 3 | Leonetti & Associates, LLC | 111,000 | 4,297,000 | 10.11% | ||
| 4 | CG Asset Management LLC | 87,195 | 3,375,000 | 7.94% | ||
| 5 | SMITH HAYES Advisers, Inc | 48,025 | 1,859,000 | 4.37% | ||
| 6 | World Asset Management Inc | 31,182 | 1,207,000 | 2.84% | ||
| 7 | Veritable, L.P. | 19,988 | 774,000 | 1.82% | ||
| 8 | Coe Capital Management, LLC | 13,350 | 517,000 | 1.22% | ||
| 9 | Calvert Investment Management, Inc. | 12,038 | 466,000 | 1.10% |
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.
