| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NewFocus Financial Group, LLC | 359,322 | 6,267,000 | 88.54% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 20,178 | 352,000 | 4.97% | ||
| 3 | Veritable, L.P. | 14,739 | 257,000 | 3.63% | ||
| 4 | Camelot Portfolios, LLC | 11,604 | 202,000 | 2.85% |
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.
