| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 50,147 | 4,742,000 | 51.69% | ||
| 2 | Atlas Brown,Inc. | 32,163 | 3,042,000 | 33.16% | ||
| 3 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 7,137 | 675,000 | 7.36% | ||
| 4 | BEACH INVESTMENT COUNSEL INC/PA | 4,780 | 452,000 | 4.93% | ||
| 5 | DT Investment Partners, LLC | 2,517 | 238,000 | 2.59% | ||
| 6 | JAMES INVESTMENT RESEARCH, INC. | 260 | 25,000 | 0.27% |
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.
