| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Regent Investment Management LLC | 12,500 | 43,000 | 7.44% | ||
| 2 | Veritable, L.P. | 155,125 | 535,000 | 92.56% |
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.
