| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 19,975 | 1,363,000 | 47.67% | ||
| 2 | CrestPoint Capital Management, LLC | 10,600 | 723,000 | 25.29% | ||
| 3 | Ameritas Investment Partners, Inc. | 8,161 | 557,000 | 19.48% | ||
| 4 | World Asset Management Inc | 3,160 | 216,000 | 7.56% |
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.
