| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Wharton Business Group, LLC | 93,081 | 109,000 | 61.93% | ||
| 2 | WILLIAMS JONES & ASSOCIATES LLC | 50,000 | 59,000 | 33.52% | ||
| 3 | GLENMEDE TRUST CO NA | 7,000 | 7,000 | 3.98% | ||
| 4 | MYCIO WEALTH PARTNERS, LLC | 1,000 | 1,000 | 0.57% |
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.
