| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ArchPoint Investors | 44,185 | 136,000 | 55.28% | ||
| 2 | AMERIPRISE FINANCIAL INC | 32,564 | 105,000 | 42.68% | ||
| 3 | GLENMEDE TRUST CO NA | 1,614 | 4,000 | 1.63% | ||
| 4 | MYCIO WEALTH PARTNERS, LLC | 240 | 1,000 | 0.41% | ||
| 5 | First Horizon Advisors, Inc. | 98 | 0 | 0.00% |
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.