| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Independence Capital Asset Partners, LLC | 167,900 | 4,248,000 | 50.31% | ||
| 2 | Veritable, L.P. | 150,826 | 3,816,000 | 45.19% | ||
| 3 | BLUESTEIN R H & CO LLC | 15,000 | 380,000 | 4.50% |
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.
