| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 42,240 | 3,027,000 | 74.19% | ||
| 2 | SONATA CAPITAL GROUP INC | 9,890 | 709,000 | 17.38% | ||
| 3 | FIRST FOUNDATION ADVISORS | 4,800 | 344,000 | 8.43% |
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.
