| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JMG Financial Group, Ltd. | 40,268 | 2,633,000 | 91.58% | ||
| 2 | Veritable, L.P. | 3,697 | 242,000 | 8.42% |
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.
