| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 14,811 | 719,000 | 95.61% | ||
| 2 | EFG Private Wealth Management (Americas) Corp. | 679 | 33,000 | 4.39% |
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.
