| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 36,962 | 617,000 | 53.47% | ||
| 2 | GLENMEDE TRUST CO NA | 31,765 | 530,000 | 45.93% | ||
| 3 | Lenox Wealth Advisors, LLC | 290 | 5,000 | 0.43% | ||
| 4 | Archford Capital Strategies, LLC | 64 | 1,000 | 0.09% | ||
| 5 | QUADRANT CAPITAL GROUP LLC | 92 | 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.