| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 5,880 | 273,000 | 53.63% | ||
| 2 | CIM, LLC | 4,710 | 219,000 | 43.03% | ||
| 3 | QUADRANT CAPITAL GROUP LLC | 394 | 17,000 | 3.34% |
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.
