| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 173,280 | 638,000 | 33.07% | ||
| 2 | World Asset Management Inc | 145,167 | 534,000 | 27.68% | ||
| 3 | Curi Capital, LLC | 104,894 | 386,000 | 20.01% | ||
| 4 | ArchPoint Investors | 55,270 | 203,000 | 10.52% | ||
| 5 | J.P. Morgan Private Wealth Advisors LLC | 44,758 | 165,000 | 8.55% | ||
| 6 | Cornerstone Advisors, Inc. | 889 | 3,000 | 0.16% |
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.
