| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 43,563 | 4,242,000 | 85.85% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 3,800 | 370,000 | 7.49% | ||
| 3 | MONETARY MANAGEMENT GROUP INC | 3,125 | 304,000 | 6.15% | ||
| 4 | JAMES INVESTMENT RESEARCH, INC. | 260 | 25,000 | 0.51% |
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.
