| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KR CAPITAL ADVISORS INC | 80,646 | 8,450,000 | 86.38% | ||
| 2 | Veritable, L.P. | 8,470 | 887,000 | 9.07% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 4,246 | 445,000 | 4.55% |
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.
