| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 354,046 | 4,921,000 | 93.18% | ||
| 2 | Yellowstone Partners, LLC | 25,913 | 360,000 | 6.82% |
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.
