| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 13,640 | 863,000 | 46.60% | ||
| 2 | Veritable, L.P. | 9,047 | 572,000 | 30.89% | ||
| 3 | World Asset Management Inc | 6,596 | 417,000 | 22.52% |
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.
