| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CITY NATIONAL BANK | 8,300 | 208,000 | 48.48% | ||
| 2 | Geneva Advisors, LLC | 8,009 | 201,000 | 46.85% | ||
| 3 | CapWealth Advisors, LLC | 800 | 20,000 | 4.66% |
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.
