| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Hollow Brook Wealth Management LLC | 74,165 | 2,227,000 | 58.74% | ||
| 2 | CrestPoint Capital Management, LLC | 27,500 | 826,000 | 21.79% | ||
| 3 | Veritable, L.P. | 24,560 | 738,000 | 19.47% |
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.
