| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 21,661 | 858,000 | 47.14% | ||
| 2 | Bollard Group LLC | 18,368 | 728,000 | 40.00% | ||
| 3 | Avalon Investment & Advisory | 5,900 | 234,000 | 12.86% |
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.
