| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Aperio Group, LLC | 9,974 | 744,000 | 97.13% | ||
| 2 | AMERIPRISE FINANCIAL INC | 275 | 21,000 | 2.74% | ||
| 3 | Archford Capital Strategies, LLC | 13 | 970 | 0.13% |
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.
