| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 95,647 | 1,057,000 | 75.82% | ||
| 2 | Main Street Research LLC | 20,000 | 221,000 | 15.85% | ||
| 3 | LOEB PARTNERS CORP | 10,000 | 110,000 | 7.89% | ||
| 4 | ArchPoint Investors | 562 | 6,000 | 0.43% |
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.
