| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 27,996 | 74,000 | 27.92% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 26,571 | 71,000 | 26.79% | ||
| 3 | World Asset Management Inc | 20,849 | 55,000 | 20.75% | ||
| 4 | BECK MACK & OLIVER LLC | 14,259 | 38,000 | 14.34% | ||
| 5 | BBR PARTNERS, LLC | 10,000 | 27,000 | 10.19% |
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.