| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 111,916 | 11,969,000 | 66.44% | ||
| 2 | S&CO INC | 30,295 | 3,240,000 | 17.99% | ||
| 3 | DOWLING & YAHNKE LLC | 19,482 | 2,084,000 | 11.57% | ||
| 4 | MONTAG A & ASSOCIATES INC | 4,842 | 518,000 | 2.88% | ||
| 5 | Livingston Group Asset Management CO (operating as Southport Capital Management) | 1,900 | 203,000 | 1.13% |
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.
