| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Archford Capital Strategies, LLC | 153 | 1,224,000 | 77.81% | ||
| 2 | ADVISOR PARTNERS LLC | 1,624 | 202,000 | 12.84% | ||
| 3 | PNC FINANCIAL SERVICES GROUP, INC. | 1,000 | 124,000 | 7.88% | ||
| 4 | MAR VISTA INVESTMENT PARTNERS LLC | 106 | 13,000 | 0.83% | ||
| 5 | ARMBRUSTER CAPITAL MANAGEMENT, INC. | 80 | 10,000 | 0.64% |
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.
