| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 611,225 | 24,211,000 | 85.58% | ||
| 2 | Veritable, L.P. | 60,000 | 2,377,000 | 8.40% | ||
| 3 | CYPRESS ASSET MANAGEMENT INC/TX | 27,497 | 1,089,000 | 3.85% | ||
| 4 | DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 9,850 | 390,000 | 1.38% | ||
| 5 | PACER ADVISORS, INC. | 5,657 | 224,000 | 0.79% |
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.
