| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Curi Capital, LLC | 1,567,210 | 5,328,000 | 81.34% | ||
| 2 | Veritable, L.P. | 172,961 | 588,000 | 8.98% | ||
| 3 | World Asset Management Inc | 148,589 | 505,000 | 7.71% | ||
| 4 | J.P. Morgan Private Wealth Advisors LLC | 37,184 | 127,000 | 1.94% | ||
| 5 | Cornerstone Advisors, Inc. | 490 | 2,000 | 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.
