| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Convergent Wealth Advisors | 18,890 | 886,000 | 79.53% | ||
| 2 | Veritable, L.P. | 4,865 | 228,000 | 20.47% |
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.
