| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Coe Capital Management, LLC | 21,260 | 1,519,000 | 59.57% | ||
| 2 | Veritable, L.P. | 6,538 | 467,000 | 18.31% | ||
| 3 | BLUESTEIN R H & CO LLC | 5,000 | 357,000 | 14.00% | ||
| 4 | World Asset Management Inc | 2,895 | 207,000 | 8.12% | ||
| 5 | QUADRANT CAPITAL GROUP LLC | 7 | 0 | 0.00% |
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.
