| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WBI INVESTMENTS, LLC | 26,902 | 1,537,000 | 63.54% | ||
| 2 | Veritable, L.P. | 7,991 | 457,000 | 18.89% | ||
| 3 | RONALD BLUE & CO LLC | 6,836 | 391,000 | 16.16% | ||
| 4 | JAMES INVESTMENT RESEARCH, INC. | 600 | 34,000 | 1.41% |
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.
