| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 152,251 | 927,000 | 39.79% | ||
| 2 | World Asset Management Inc | 142,175 | 866,000 | 37.17% | ||
| 3 | Curi Capital, LLC | 43,734 | 267,000 | 11.46% | ||
| 4 | ArchPoint Investors | 43,540 | 265,000 | 11.37% | ||
| 5 | Cornerstone Advisors, Inc. | 889 | 5,000 | 0.21% | ||
| 6 | Aris Wealth Services, Inc. | 81 | 0 | 0.00% |
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.
