| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Parametric Risk Advisors LLC | 106,000 | 3,151,000 | 59.92% | ||
| 2 | AR ASSET MANAGEMENT INC | 44,846 | 1,333,000 | 25.35% | ||
| 3 | Jacobus Wealth Management, Inc. | 25,896 | 770,000 | 14.64% | ||
| 4 | TCI Wealth Advisors, Inc. | 166 | 5,000 | 0.10% |
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.
