| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 115,229 | 6,022,000 | 81.24% | ||
| 2 | OARSMAN CAPITAL, INC. | 15,570 | 814,000 | 10.98% | ||
| 3 | Stillwater Capital Advisors, LLC | 11,047 | 577,000 | 7.78% |
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.
