| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 110,984 | 455,000 | 68.32% | ||
| 2 | Oxbow Advisors, LLC | 51,522 | 211,000 | 31.68% |
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.
