| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 87,825 | 2,191,000 | 82.15% | ||
| 2 | KCM INVESTMENT ADVISORS LLC | 19,090 | 476,000 | 17.85% |
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.