| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 552,710 | 29,631,000 | 63.25% | ||
| 2 | Advisors Capital Management, LLC | 315,530 | 16,915,000 | 36.11% | ||
| 3 | SCOUT INVESTMENTS, INC. | 5,579 | 299,000 | 0.64% | ||
| 4 | Evercore Wealth Management, LLC | 82 | 4,000 | 0.01% |
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.
