| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 14,009 | 351,000 | 61.47% | ||
| 2 | CITY NATIONAL BANK | 7,990 | 200,000 | 35.03% | ||
| 3 | CapWealth Advisors, LLC | 800 | 20,000 | 3.50% |
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.
