| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 31,302 | 1,482,000 | 95.55% | ||
| 2 | Plante Moran Financial Advisors, LLC | 762 | 36,000 | 2.32% | ||
| 3 | QCI ASSET MANAGEMENT INC/NY | 695 | 33,000 | 2.13% |
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.
