| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 861,940 | 44,864,000 | 98.54% | ||
| 2 | FIRST FOUNDATION ADVISORS | 12,815 | 667,000 | 1.46% |
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.