| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ARMSTRONG SHAW ASSOCIATES INC/CT | 701,566 | 29,915,000 | 91.36% | ||
| 2 | Constellation Wealth Advisors, LLC | 51,155 | 2,181,000 | 6.66% | ||
| 3 | Veritable, L.P. | 10,081 | 430,000 | 1.31% | ||
| 4 | World Asset Management Inc | 5,081 | 217,000 | 0.66% |
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.
