| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 41,572 | 3,492,000 | 75.15% | ||
| 2 | SONATA CAPITAL GROUP INC | 9,990 | 839,000 | 18.05% | ||
| 3 | Willis Investment Counsel | 3,768 | 316,000 | 6.80% |
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.
