| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 46,402 | 2,254,000 | 59.85% | ||
| 2 | Veritable, L.P. | 14,085 | 684,000 | 18.16% | ||
| 3 | World Asset Management Inc | 12,804 | 622,000 | 16.52% | ||
| 4 | FARR MILLER & WASHINGTON LLC/DC | 4,241 | 206,000 | 5.47% |
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.
