| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BALASA DINVERNO & FOLTZ LLC | 21,627 | 2,988,000 | 69.70% | ||
| 2 | ZEKE CAPITAL ADVISORS, LLC | 6,450 | 891,000 | 20.78% | ||
| 3 | TELEMUS CAPITAL, LLC | 2,957 | 408,000 | 9.52% |
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.
