| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SOL Capital Management CO | 132,450 | 2,020,000 | 85.45% | ||
| 2 | Veritable, L.P. | 11,650 | 178,000 | 7.53% | ||
| 3 | KCM INVESTMENT ADVISORS LLC | 10,900 | 166,000 | 7.02% |
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.
