| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 837,441 | 12,687,000 | 90.99% | ||
| 2 | 1834 INVESTMENT ADVISORS CO | 46,550 | 705,000 | 5.06% | ||
| 3 | InterOcean Capital, LLC | 23,798 | 361,000 | 2.59% | ||
| 4 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 12,634 | 191,000 | 1.37% |
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.
