| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DT Investment Partners, LLC | 86,965 | 6,786,000 | 46.83% | ||
| 2 | Veritable, L.P. | 50,620 | 3,950,000 | 27.26% | ||
| 3 | Atlas Brown,Inc. | 38,303 | 2,989,000 | 20.63% | ||
| 4 | BEACH INVESTMENT COUNSEL INC/PA | 9,560 | 746,000 | 5.15% | ||
| 5 | JAMES INVESTMENT RESEARCH, INC. | 260 | 20,000 | 0.14% |
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.
