| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 608,068 | 22,499,000 | 54.91% | ||
| 2 | ARS Investment Partners, LLC | 229,935 | 8,508,000 | 20.76% | ||
| 3 | Leonetti & Associates, LLC | 118,000 | 4,366,000 | 10.66% | ||
| 4 | CG Asset Management LLC | 74,590 | 2,760,000 | 6.74% | ||
| 5 | World Asset Management Inc | 28,041 | 1,038,000 | 2.53% | ||
| 6 | FDx Advisors, Inc. | 23,505 | 858,000 | 2.09% | ||
| 7 | Coe Capital Management, LLC | 16,225 | 600,000 | 1.46% | ||
| 8 | Veritable, L.P. | 6,542 | 242,000 | 0.59% | ||
| 9 | QUADRANT CAPITAL GROUP LLC | 2,854 | 103,000 | 0.25% |
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.
