| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 86,166 | 426,000 | 57.80% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 44,507 | 220,000 | 29.85% | ||
| 3 | Lapides Asset Management, LLC | 18,500 | 91,000 | 12.35% |
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.
