| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BALASA DINVERNO & FOLTZ LLC | 20,465 | 2,702,000 | 86.69% | ||
| 2 | TELEMUS CAPITAL, LLC | 3,146 | 415,000 | 13.31% |
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.