| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 37,754 | 906,000 | 50.08% | ||
| 2 | Bollard Group LLC | 22,800 | 547,000 | 30.24% | ||
| 3 | Veritable, L.P. | 14,829 | 356,000 | 19.68% |
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.
