| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 144,851 | 1,182,000 | 36.17% | ||
| 2 | World Asset Management Inc | 133,462 | 1,089,000 | 33.32% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 66,818 | 546,000 | 16.71% | ||
| 4 | ArchPoint Investors | 41,990 | 342,000 | 10.47% | ||
| 5 | Curi Capital, LLC | 12,370 | 101,000 | 3.09% | ||
| 6 | Cornerstone Advisors, Inc. | 1,019 | 8,000 | 0.24% |
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.
