| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 7,680 | 536,000 | 38.18% | ||
| 2 | BOSTON FAMILY OFFICE LLC | 12,440 | 868,000 | 61.82% |
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.