| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 41,712 | 3,389,000 | 73.77% | ||
| 2 | SONATA CAPITAL GROUP INC | 9,690 | 787,000 | 17.13% | ||
| 3 | FIRST FOUNDATION ADVISORS | 4,800 | 390,000 | 8.49% | ||
| 4 | Ancora Advisors LLC | 349 | 28,000 | 0.61% |
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.
