| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ArchPoint Investors | 200,000 | 456,000 | 79.44% | ||
| 2 | Veritable, L.P. | 24,391 | 56,000 | 9.76% | ||
| 3 | World Asset Management Inc | 17,003 | 39,000 | 6.79% | ||
| 4 | J.P. Morgan Private Wealth Advisors LLC | 10,000 | 23,000 | 4.01% | ||
| 5 | QUADRANT CAPITAL GROUP LLC | 225 | 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.
