| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 94,953 | 4,846,000 | 73.83% | ||
| 2 | OARSMAN CAPITAL, INC. | 16,789 | 857,000 | 13.06% | ||
| 3 | Stillwater Capital Advisors, LLC | 12,820 | 654,000 | 9.96% | ||
| 4 | ROTHSCHILD INVESTMENT LLC /IL | 4,065 | 207,000 | 3.15% |
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.
