| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 14,035 | 572,000 | 69.67% | ||
| 2 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6,121 | 249,000 | 30.33% |
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.
