| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BALASA DINVERNO & FOLTZ LLC | 20,766 | 2,708,000 | 79.25% | ||
| 2 | TELEMUS CAPITAL, LLC | 3,497 | 456,000 | 13.35% | ||
| 3 | ZEKE CAPITAL ADVISORS, LLC | 1,943 | 253,000 | 7.40% |
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.
