| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Curi Capital, LLC | 22,186 | 1,235,000 | 68.96% | ||
| 2 | Geneva Advisors, LLC | 6,079 | 338,000 | 18.87% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 3,919 | 218,000 | 12.17% |
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.
