| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Lafayette Investments, Inc. | 55,144 | 1,342,000 | 52.65% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 25,209 | 613,000 | 24.05% | ||
| 3 | Veritable, L.P. | 15,917 | 387,000 | 15.18% | ||
| 4 | CrestPoint Capital Management, LLC | 8,500 | 207,000 | 8.12% |
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.
