| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 442,814 | 2,776,000 | 83.36% | ||
| 2 | Veritable, L.P. | 52,877 | 332,000 | 9.97% | ||
| 3 | CROFT-LEOMINSTER INC | 35,500 | 222,000 | 6.67% |
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.
