| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SVB WEALTH LLC | 253,000 | 880,000 | 77.88% | ||
| 2 | Veritable, L.P. | 32,349 | 113,000 | 10.00% | ||
| 3 | PACER ADVISORS, INC. | 22,044 | 77,000 | 6.81% | ||
| 4 | World Asset Management Inc | 16,900 | 59,000 | 5.22% | ||
| 5 | Jolley Asset Management, LLC | 425 | 1,000 | 0.09% |
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.
