| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 185,651 | 2,941,000 | 52.39% | ||
| 2 | 1834 INVESTMENT ADVISORS CO | 102,795 | 1,628,000 | 29.00% | ||
| 3 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 24,940 | 395,000 | 7.04% | ||
| 4 | SHELTON CAPITAL MANAGEMENT | 23,020 | 365,000 | 6.50% | ||
| 5 | Geneva Advisors, LLC | 18,000 | 285,000 | 5.08% |
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.
