| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MAI Capital Management | 7,000 | 322,000 | 61.22% | ||
| 2 | Veritable, L.P. | 4,421 | 204,000 | 38.78% |
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.
