| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 65,000 | 52,000 | 83.87% | ||
| 2 | ADVISOR PARTNERS LLC | 13,000 | 10,000 | 16.13% |
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.