| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | 1834 INVESTMENT ADVISORS CO | 148,146 | 3,698,000 | 90.86% | ||
| 2 | BALASA DINVERNO & FOLTZ LLC | 16,526 | 372,000 | 9.14% |
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.
