| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 986,999 | 11,114,000 | 94.87% | ||
| 2 | Veritable, L.P. | 53,416 | 601,000 | 5.13% |
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.
