| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 51,415 | 3,539,000 | 79.92% | ||
| 2 | MURPHY CAPITAL MANAGEMENT INC | 7,900 | 543,000 | 12.26% | ||
| 3 | L. Roy Papp & Associates, LLP | 5,025 | 346,000 | 7.81% |
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.