| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 47,445 | 4,003,000 | 77.20% | ||
| 2 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 6,433 | 543,000 | 10.47% | ||
| 3 | BEACH INVESTMENT COUNSEL INC/PA | 4,780 | 403,000 | 7.77% | ||
| 4 | DT Investment Partners, LLC | 2,538 | 214,000 | 4.13% | ||
| 5 | JAMES INVESTMENT RESEARCH, INC. | 260 | 22,000 | 0.42% |
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.
