| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 340,011 | 8,249,000 | 49.06% | ||
| 2 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 178,953 | 4,341,000 | 25.82% | ||
| 3 | FIRST FOUNDATION ADVISORS | 81,740 | 1,983,000 | 11.79% | ||
| 4 | Narwhal Capital Management | 80,169 | 1,945,000 | 11.57% | ||
| 5 | Curi Capital, LLC | 12,176 | 295,000 | 1.75% |
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.
