| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Hollow Brook Wealth Management LLC | 86,269 | 2,598,000 | 79.30% | ||
| 2 | Veritable, L.P. | 22,509 | 678,000 | 20.70% |
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.
