| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 90,321 | 4,102,000 | 74.65% | ||
| 2 | OARSMAN CAPITAL, INC. | 18,218 | 827,000 | 15.05% | ||
| 3 | Stillwater Capital Advisors, LLC | 12,470 | 566,000 | 10.30% |
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.
