| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WBI INVESTMENTS, LLC | 683,250 | 12,415,000 | 97.14% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 19,442 | 353,000 | 2.76% | ||
| 3 | Evercore Wealth Management, LLC | 758 | 13,000 | 0.10% |
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.
