| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 160,065 | 725,000 | 54.23% | ||
| 2 | Veritable, L.P. | 134,729 | 610,000 | 45.62% | ||
| 3 | Cornerstone Advisors, Inc. | 490 | 2,000 | 0.15% |
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.
