| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 30,000 | 199,000 | 99.45% | ||
| 2 | Pinnacle Holdings, LLC | 164 | 1,091 | 0.55% |
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.
