| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 237,999 | 5,907,000 | 65.55% | ||
| 2 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 98,955 | 2,477,000 | 27.49% | ||
| 3 | Point View Wealth Management, Inc. | 12,669 | 317,000 | 3.52% | ||
| 4 | AMERIPRISE FINANCIAL INC | 9,116 | 228,000 | 2.53% | ||
| 5 | CT Financial Advisors LLC | 1,240 | 31,044 | 0.34% | ||
| 6 | Joel Isaacson & Co., LLC | 1,033 | 26,000 | 0.29% | ||
| 7 | Hexavest Inc. | 872 | 22,000 | 0.24% | ||
| 8 | First Horizon Advisors, Inc. | 141 | 3,000 | 0.03% |
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.
