| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ARMSTRONG SHAW ASSOCIATES INC/CT | 433,803 | 19,317,000 | 88.34% | ||
| 2 | Constellation Wealth Advisors, LLC | 35,830 | 1,596,000 | 7.30% | ||
| 3 | Veritable, L.P. | 11,460 | 510,000 | 2.33% | ||
| 4 | World Asset Management Inc | 5,172 | 230,000 | 1.05% | ||
| 5 | GREENWOOD CAPITAL ASSOCIATES LLC | 4,815 | 214,000 | 0.98% |
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.
