| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 758,963 | 5,654,000 | 91.21% | ||
| 2 | BKS ADVISORS, LLC | 42,665 | 318,000 | 5.13% | ||
| 3 | Private Capital Advisors, Inc. | 30,465 | 227,000 | 3.66% |
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.
