| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 39,482 | 1,339,000 | 71.83% | ||
| 2 | KCM INVESTMENT ADVISORS LLC | 13,765 | 467,000 | 25.05% | ||
| 3 | QCI ASSET MANAGEMENT INC/NY | 1,450 | 49,000 | 2.63% | ||
| 4 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 275 | 9,000 | 0.48% |
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.
