| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 1,111,359 | 25,806,000 | 92.67% | ||
| 2 | SMITH HAYES Advisers, Inc | 44,168 | 1,026,000 | 3.68% | ||
| 3 | Geneva Advisors, LLC | 19,344 | 449,000 | 1.61% | ||
| 4 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 15,172 | 352,000 | 1.26% | ||
| 5 | Filament LLC | 8,917 | 207,000 | 0.74% | ||
| 6 | QCI ASSET MANAGEMENT INC/NY | 206 | 5,000 | 0.02% | ||
| 7 | CapWealth Advisors, LLC | 83 | 2,000 | 0.01% |
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.
