| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 43,563 | 4,067,000 | 89.82% | ||
| 2 | MOLONEY SECURITIES ASSET MANAGEMENT, LLC | 3,425 | 320,000 | 7.07% | ||
| 3 | MONETARY MANAGEMENT GROUP INC | 1,250 | 117,000 | 2.58% | ||
| 4 | JAMES INVESTMENT RESEARCH, INC. | 260 | 24,000 | 0.53% |
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.
