| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 7,500 | 229,000 | 95.42% | ||
| 2 | JAMES INVESTMENT RESEARCH, INC. | 350 | 11,000 | 4.58% |
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.
