| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 44,252 | 3,021,000 | 91.32% | ||
| 2 | Windsor Financial Group, LLC | 4,210 | 287,000 | 8.68% |
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.
