| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 26,031 | 964,000 | 73.31% | ||
| 2 | Wellington Shields Capital Management, LLC | 9,408 | 349,000 | 26.54% | ||
| 3 | REILLY FINANCIAL ADVISORS, LLC | 54 | 2,000 | 0.15% |
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.
