| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CG Asset Management LLC | 48,000 | 137,000 | 44.92% | ||
| 2 | Veritable, L.P. | 24,665 | 71,000 | 23.28% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 21,379 | 61,000 | 20.00% | ||
| 4 | World Asset Management Inc | 12,526 | 36,000 | 11.80% |
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.
