| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 83,678 | 3,412,000 | 70.89% | ||
| 2 | Veritable, L.P. | 24,574 | 1,002,000 | 20.82% | ||
| 3 | CIM, LLC | 9,785 | 399,000 | 8.29% |
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.
