| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Advisors Capital Management, LLC | 327,023 | 5,661,000 | 60.27% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 148,901 | 2,578,000 | 27.45% | ||
| 3 | Veritable, L.P. | 49,870 | 863,000 | 9.19% | ||
| 4 | Coe Capital Management, LLC | 16,635 | 288,000 | 3.07% | ||
| 5 | Plante Moran Financial Advisors, LLC | 129 | 2,000 | 0.02% |
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.
