| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 77,900 | 580,000 | 66.74% | ||
| 2 | CROFT-LEOMINSTER INC | 28,100 | 209,000 | 24.05% | ||
| 3 | GREENWOOD CAPITAL ASSOCIATES LLC | 10,709 | 80,000 | 9.21% |
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.
