| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 46,603 | 4,434,000 | 89.29% | ||
| 2 | BEACH INVESTMENT COUNSEL INC/PA | 4,780 | 455,000 | 9.16% | ||
| 3 | MONETARY MANAGEMENT GROUP INC | 550 | 52,000 | 1.05% | ||
| 4 | JAMES INVESTMENT RESEARCH, INC. | 260 | 25,000 | 0.50% |
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.
