| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 53,304 | 1,990,000 | 85.30% | ||
| 2 | SignalPoint Asset Management, LLC | 9,195 | 343,000 | 14.70% |
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.