| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 196,329 | 1,284,000 | 74.26% | ||
| 2 | Veritable, L.P. | 56,400 | 369,000 | 21.34% | ||
| 3 | ArchPoint Investors | 11,680 | 76,000 | 4.40% |
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.
