| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JMG Financial Group, Ltd. | 40,384 | 2,661,000 | 90.54% | ||
| 2 | Veritable, L.P. | 4,222 | 278,000 | 9.46% |
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.
