| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EisnerAmper Wealth Management Corporate Benefits, LLC | 280,187 | 4,889,000 | 63.43% | ||
| 2 | Freedom Investment Management, Inc. | 147,508 | 2,574,000 | 33.39% | ||
| 3 | Vantage Investment Advisors, LLC | 13,335 | 233,000 | 3.02% | ||
| 4 | Gemmer Asset Management LLC | 700 | 12,000 | 0.16% |
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.
