| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARNASSUS INVESTMENTS, LLC | 500,000 | 13,966,000 | 58.29% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 182,069 | 5,085,000 | 21.22% | ||
| 3 | Aperio Group, LLC | 85,955 | 2,395,000 | 10.00% | ||
| 4 | AMERIPRISE FINANCIAL INC | 33,375 | 930,000 | 3.88% | ||
| 5 | MID CONTINENT CAPITAL LLC/IL | 33,155 | 924,000 | 3.86% | ||
| 6 | Point View Wealth Management, Inc. | 12,669 | 353,000 | 1.47% | ||
| 7 | Roundview Capital LLC | 8,741 | 244,000 | 1.02% | ||
| 8 | Joel Isaacson & Co., LLC | 1,033 | 29,000 | 0.12% | ||
| 9 | Hexavest Inc. | 872 | 24,000 | 0.10% | ||
| 10 | First Horizon Advisors, Inc. | 320 | 8,000 | 0.03% | ||
| 11 | COLONY GROUP LLC | 109 | 3,000 | 0.01% |
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.
