| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 143,640 | 1,089,000 | 34.35% | ||
| 2 | Curi Capital, LLC | 126,013 | 954,000 | 30.09% | ||
| 3 | Veritable, L.P. | 110,161 | 835,000 | 26.34% | ||
| 4 | EAGLE GLOBAL ADVISORS LLC | 38,375 | 291,000 | 9.18% | ||
| 5 | Cornerstone Advisors, Inc. | 134 | 1,000 | 0.03% |
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.
