| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 100,273 | 5,194,000 | 75.86% | ||
| 2 | OARSMAN CAPITAL, INC. | 16,779 | 869,000 | 12.69% | ||
| 3 | Stillwater Capital Advisors, LLC | 10,995 | 570,000 | 8.32% | ||
| 4 | ROTHSCHILD INVESTMENT LLC /IL | 4,140 | 214,000 | 3.13% |
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.
