| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 43,599 | 4,335,000 | 98.17% | ||
| 2 | MONETARY MANAGEMENT GROUP INC | 550 | 55,000 | 1.25% | ||
| 3 | JAMES INVESTMENT RESEARCH, INC. | 260 | 26,000 | 0.59% |
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.
