| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 718,667 | 24,327,000 | 83.52% | ||
| 2 | Veritable, L.P. | 70,000 | 2,369,000 | 8.13% | ||
| 3 | CYPRESS ASSET MANAGEMENT INC/TX | 29,758 | 1,007,000 | 3.46% | ||
| 4 | CHICKASAW CAPITAL MANAGEMENT LLC | 27,076 | 917,000 | 3.15% | ||
| 5 | DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 14,975 | 507,000 | 1.74% |
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.
