| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 109,252 | 5,973,000 | 81.11% | ||
| 2 | OARSMAN CAPITAL, INC. | 13,094 | 716,000 | 9.72% | ||
| 3 | Stillwater Capital Advisors, LLC | 11,347 | 620,000 | 8.42% | ||
| 4 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 1,007 | 55,000 | 0.75% |
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.
