| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Fiera Capital Corp | 16,333 | 467,000 | 44.31% | ||
| 2 | Veritable, L.P. | 10,995 | 314,000 | 29.79% | ||
| 3 | Ancora Advisors LLC | 9,085 | 260,000 | 24.67% | ||
| 4 | KINGS POINT CAPITAL MANAGEMENT | 450 | 13,000 | 1.23% |
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.
