| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WBI INVESTMENTS, LLC | 22,801 | 1,271,000 | 59.31% | ||
| 2 | Veritable, L.P. | 7,991 | 445,000 | 20.77% | ||
| 3 | RONALD BLUE & CO LLC | 7,066 | 394,000 | 18.39% | ||
| 4 | JAMES INVESTMENT RESEARCH, INC. | 600 | 33,000 | 1.54% |
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.
