| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ZEKE CAPITAL ADVISORS, LLC | 2,077 | 283,000 | 7.66% | ||
| 2 | TELEMUS CAPITAL, LLC | 3,497 | 476,000 | 12.88% | ||
| 3 | BALASA DINVERNO & FOLTZ LLC | 21,569 | 2,936,000 | 79.46% |
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.
