| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 50,199 | 4,006,000 | 49.17% | ||
| 2 | Atlas Brown,Inc. | 32,652 | 2,606,000 | 31.99% | ||
| 3 | BEACH INVESTMENT COUNSEL INC/PA | 9,560 | 763,000 | 9.37% | ||
| 4 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 5,676 | 453,000 | 5.56% | ||
| 5 | DT Investment Partners, LLC | 3,733 | 298,000 | 3.66% | ||
| 6 | JAMES INVESTMENT RESEARCH, INC. | 260 | 21,000 | 0.26% |
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.
