| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 31,991 | 1,579,000 | 73.37% | ||
| 2 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 10,633 | 525,000 | 24.40% | ||
| 3 | Plante Moran Financial Advisors, LLC | 762 | 38,000 | 1.77% | ||
| 4 | QCI ASSET MANAGEMENT INC/NY | 200 | 10,000 | 0.46% |
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.
