| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 403,589 | 8,810,000 | 53.33% | ||
| 2 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 182,753 | 3,990,000 | 24.15% | ||
| 3 | FIRST FOUNDATION ADVISORS | 90,133 | 1,968,000 | 11.91% | ||
| 4 | Narwhal Capital Management | 80,234 | 1,752,000 | 10.61% |
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.
