| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 187,354 | 1,557,000 | 70.55% | ||
| 2 | Veritable, L.P. | 77,692 | 646,000 | 29.27% | ||
| 3 | Cornerstone Advisors, Inc. | 490 | 4,000 | 0.18% |
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.
