| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Vantage Investment Advisors, LLC | 15,602 | 362,000 | 56.12% | ||
| 2 | EisnerAmper Wealth Management Corporate Benefits, LLC | 11,915 | 276,000 | 42.79% | ||
| 3 | Private Ocean, LLC | 308 | 7,000 | 1.09% | ||
| 4 | NEWFOUND RESEARCH LLC | 0 | 0 | 0.00% |
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.
