| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 13,212 | 556,000 | 64.65% | ||
| 2 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 7,231 | 304,000 | 35.35% |
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.
