| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 51,415 | 4,230,000 | 67.34% | ||
| 2 | MURPHY CAPITAL MANAGEMENT INC | 7,950 | 654,000 | 10.41% | ||
| 3 | Regent Investment Management LLC | 6,450 | 531,000 | 8.45% | ||
| 4 | L & S Advisors Inc | 5,520 | 454,000 | 7.23% | ||
| 5 | L. Roy Papp & Associates, LLP | 5,025 | 413,000 | 6.57% |
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.
