| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 1,307,708 | 67,151,000 | 91.24% | ||
| 2 | BURNHAM ASSET MANAGEMENT CORP /NY/ | 75,285 | 3,866,000 | 5.25% | ||
| 3 | CYPRESS ASSET MANAGEMENT INC/TX | 29,866 | 1,534,000 | 2.08% | ||
| 4 | KEELEY ASSET MANAGEMENT CORP | 8,936 | 459,000 | 0.62% | ||
| 5 | BBR PARTNERS, LLC | 7,200 | 370,000 | 0.50% | ||
| 6 | Crestwood Advisors Group, LLC | 4,225 | 217,000 | 0.29% |
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.