| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 342,553 | 4,833,000 | 91.36% | ||
| 2 | Yellowstone Partners, LLC | 32,413 | 457,000 | 8.64% |
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.
