| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 240,530 | 22,879,000 | 73.00% | ||
| 2 | Bowling Portfolio Management LLC | 36,029 | 3,427,000 | 10.93% | ||
| 3 | DOWLING & YAHNKE LLC | 32,136 | 3,057,000 | 9.75% | ||
| 4 | S&CO INC | 13,775 | 1,310,000 | 4.18% | ||
| 5 | CHARTIST INC /CA/ | 5,929 | 563,968 | 1.80% | ||
| 6 | Evercore Wealth Management, LLC | 1,100 | 105,000 | 0.34% |
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.
