| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 20,661 | 959,000 | 32.97% | ||
| 2 | OARSMAN CAPITAL, INC. | 19,896 | 923,000 | 31.73% | ||
| 3 | Stillwater Capital Advisors, LLC | 17,457 | 810,000 | 27.84% | ||
| 4 | CABOT WEALTH MANAGEMENT INC | 4,677 | 217,000 | 7.46% |
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.
