| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 75,216 | 3,510,000 | 70.17% | ||
| 2 | Veritable, L.P. | 22,105 | 1,031,000 | 20.61% | ||
| 3 | CIM, LLC | 9,880 | 461,000 | 9.22% |
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.
