| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 633,892 | 21,920,000 | 46.86% | ||
| 2 | ARS Investment Partners, LLC | 369,456 | 12,776,000 | 27.31% | ||
| 3 | Suncoast Equity Management | 146,175 | 5,055,000 | 10.81% | ||
| 4 | Leonetti & Associates, LLC | 117,550 | 4,065,000 | 8.69% | ||
| 5 | World Asset Management Inc | 30,784 | 1,064,000 | 2.27% | ||
| 6 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 30,015 | 1,038,000 | 2.22% | ||
| 7 | Coe Capital Management, LLC | 15,395 | 532,000 | 1.14% | ||
| 8 | Veritable, L.P. | 6,569 | 227,000 | 0.49% | ||
| 9 | QUADRANT CAPITAL GROUP LLC | 2,831 | 96,000 | 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.
