| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 14,035 | 564,000 | 71.94% | ||
| 2 | MONTAG A & ASSOCIATES INC | 5,476 | 220,000 | 28.06% |
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.
