| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 35,011 | 1,648,000 | 44.50% | ||
| 2 | OARSMAN CAPITAL, INC. | 21,512 | 1,013,000 | 27.36% | ||
| 3 | Stillwater Capital Advisors, LLC | 17,457 | 822,000 | 22.20% | ||
| 4 | CABOT WEALTH MANAGEMENT INC | 4,677 | 220,000 | 5.94% |
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.
