| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ArchPoint Investors | 200,000 | 536,000 | 77.57% | ||
| 2 | Veritable, L.P. | 24,627 | 66,000 | 9.55% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 18,500 | 50,000 | 7.24% | ||
| 4 | World Asset Management Inc | 14,665 | 39,000 | 5.64% | ||
| 5 | QUADRANT CAPITAL GROUP LLC | 192 | 0 | 0.00% |
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.
