| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BALASA DINVERNO & FOLTZ LLC | 14,727 | 1,864,000 | 62.38% | ||
| 2 | ZEKE CAPITAL ADVISORS, LLC | 5,950 | 753,000 | 25.20% | ||
| 3 | TELEMUS CAPITAL, LLC | 2,930 | 371,000 | 12.42% |
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.