| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BALASA DINVERNO & FOLTZ LLC | 21,623 | 3,247,000 | 69.04% | ||
| 2 | ZEKE CAPITAL ADVISORS, LLC | 6,450 | 968,000 | 20.58% | ||
| 3 | TELEMUS CAPITAL, LLC | 3,247 | 488,000 | 10.38% |
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.
