| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SMITH HAYES Advisers, Inc | 19,137 | 713,000 | 64.70% | ||
| 2 | Veritable, L.P. | 6,714 | 250,000 | 22.69% | ||
| 3 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 3,725 | 139,000 | 12.61% |
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.
