| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BALASA DINVERNO & FOLTZ LLC | 15,452 | 1,931,000 | 64.15% | ||
| 2 | ZEKE CAPITAL ADVISORS, LLC | 5,450 | 681,000 | 22.62% | ||
| 3 | TELEMUS CAPITAL, LLC | 3,183 | 398,000 | 13.22% |
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.
