| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 458,488 | 8,253,000 | 95.04% | ||
| 2 | InterOcean Capital, LLC | 13,622 | 245,000 | 2.82% | ||
| 3 | Filament LLC | 10,308 | 186,000 | 2.14% |
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.
