| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SMITH HAYES Advisers, Inc | 36,600 | 451,000 | 42.51% | ||
| 2 | Veritable, L.P. | 31,734 | 391,000 | 36.85% | ||
| 3 | FIRST FOUNDATION ADVISORS | 17,817 | 219,000 | 20.64% |
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.