| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Bollard Group LLC | 18,024 | 604,000 | 51.54% | ||
| 2 | Veritable, L.P. | 16,947 | 568,000 | 48.46% |
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.