| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 42,240 | 3,135,000 | 73.56% | ||
| 2 | SONATA CAPITAL GROUP INC | 10,390 | 771,000 | 18.09% | ||
| 3 | FIRST FOUNDATION ADVISORS | 4,800 | 356,000 | 8.35% |
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.
