| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 105,480 | 4,830,000 | 65.65% | ||
| 2 | Constellation Wealth Advisors, LLC | 39,674 | 1,817,000 | 24.70% | ||
| 3 | EAGLE GLOBAL ADVISORS LLC | 7,922 | 363,000 | 4.93% | ||
| 4 | J.P. Morgan Private Wealth Advisors LLC | 7,273 | 333,000 | 4.53% | ||
| 5 | Plante Moran Financial Advisors, LLC | 300 | 14,000 | 0.19% |
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.
