| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Benchmark Capital Advisors | 67,000 | 294,000 | 59.04% | ||
| 2 | Veritable, L.P. | 30,000 | 132,000 | 26.51% | ||
| 3 | MCRAE CAPITAL MANAGEMENT INC | 16,350 | 72,000 | 14.46% |
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.