| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 112,792 | 6,315,000 | 81.44% | ||
| 2 | OARSMAN CAPITAL, INC. | 13,930 | 780,000 | 10.06% | ||
| 3 | Stillwater Capital Advisors, LLC | 11,047 | 619,000 | 7.98% | ||
| 4 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 712 | 40,000 | 0.52% |
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.
