| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 313,559 | 366,000 | 81.88% | ||
| 2 | ArchPoint Investors | 66,000 | 81,000 | 18.12% | ||
| 3 | Lenox Wealth Advisors, LLC | 108 | 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.
