| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 50,648 | 4,204,000 | 47.99% | ||
| 2 | Atlas Brown,Inc. | 39,480 | 3,277,000 | 37.40% | ||
| 3 | BEACH INVESTMENT COUNSEL INC/PA | 9,560 | 793,000 | 9.05% | ||
| 4 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 5,601 | 465,000 | 5.31% | ||
| 5 | JAMES INVESTMENT RESEARCH, INC. | 260 | 22,000 | 0.25% |
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.
