| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 31,991 | 1,899,000 | 91.52% | ||
| 2 | Ancora Advisors LLC | 2,000 | 119,000 | 5.73% | ||
| 3 | Plante Moran Financial Advisors, LLC | 762 | 45,000 | 2.17% | ||
| 4 | QCI ASSET MANAGEMENT INC/NY | 200 | 12,000 | 0.58% |
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.
