| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 23,408 | 361,000 | 51.42% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 11,600 | 179,000 | 25.50% | ||
| 3 | HOLLENCREST CAPITAL MANAGEMENT | 10,530 | 162,000 | 23.08% |
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.
