| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 20,952 | 78,000 | 31.65% | ||
| 2 | World Asset Management Inc | 18,223 | 68,000 | 27.59% | ||
| 3 | PINNACLE ASSOCIATES LTD | 17,522 | 65,000 | 26.37% | ||
| 4 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 9,450 | 35,000 | 14.20% | ||
| 5 | First City Capital Management, Inc. | 128 | 475 | 0.19% |
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.
