| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 61,824 | 1,172,000 | 53.56% | ||
| 2 | Savant Capital, LLC | 42,834 | 812,000 | 37.11% | ||
| 3 | Azimuth Capital Management LLC | 10,785 | 204,000 | 9.32% |
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.
