| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 729,559 | 36,310,000 | 89.37% | ||
| 2 | BURNHAM ASSET MANAGEMENT CORP /NY/ | 51,770 | 2,577,000 | 6.34% | ||
| 3 | CYPRESS ASSET MANAGEMENT INC/TX | 30,320 | 1,509,000 | 3.71% | ||
| 4 | Crestwood Advisors Group, LLC | 4,725 | 235,000 | 0.58% |
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.
