| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Plante Moran Financial Advisors, LLC | 161 | 3,000 | 0.02% | ||
| 2 | Ativo Capital Management LLC | 44,953 | 835,000 | 6.47% | ||
| 3 | Evercore Wealth Management, LLC | 45,040 | 836,000 | 6.48% | ||
| 4 | Veritable, L.P. | 60,621 | 1,126,000 | 8.72% | ||
| 5 | J.P. Morgan Private Wealth Advisors LLC | 231,242 | 4,294,000 | 33.27% | ||
| 6 | Advisors Capital Management, LLC | 312,978 | 5,812,000 | 45.03% |
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.
