| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TELEMUS CAPITAL, LLC | 3,497 | 505,000 | 10.72% | ||
| 2 | ZEKE CAPITAL ADVISORS, LLC | 6,163 | 889,000 | 18.86% | ||
| 3 | BALASA DINVERNO & FOLTZ LLC | 22,999 | 3,319,000 | 70.42% |
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.
