| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 6,425 | 432,000 | 51.99% | ||
| 2 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 4,132 | 278,000 | 33.45% | ||
| 3 | SYNOVUS FINANCIAL CORP | 1,800 | 121,000 | 14.56% |
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.
