| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ADVISOR PARTNERS LLC | 1,672 | 218,000 | 55.61% | ||
| 2 | Archford Capital Strategies, LLC | 1,224 | 160,000 | 40.82% | ||
| 3 | MAR VISTA INVESTMENT PARTNERS LLC | 106 | 14,000 | 3.57% |
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.
