| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 31,302 | 1,517,000 | 96.99% | ||
| 2 | Plante Moran Financial Advisors, LLC | 762 | 37,000 | 2.37% | ||
| 3 | QCI ASSET MANAGEMENT INC/NY | 200 | 10,000 | 0.64% |
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.
