| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 112,671 | 5,587,000 | 80.61% | ||
| 2 | OARSMAN CAPITAL, INC. | 16,106 | 799,000 | 11.53% | ||
| 3 | Stillwater Capital Advisors, LLC | 10,995 | 545,000 | 7.86% |
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.
