| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 42,935 | 3,210,000 | 74.41% | ||
| 2 | SONATA CAPITAL GROUP INC | 10,060 | 752,000 | 17.43% | ||
| 3 | Windsor Financial Group, LLC | 4,710 | 352,000 | 8.16% |
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.
