| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 58,328 | 1,423,000 | 52.62% | ||
| 2 | ROOSEVELT INVESTMENT GROUP LLC | 20,210 | 493,000 | 18.23% | ||
| 3 | Janney Montgomery Scott LLC | 18,750 | 457,444 | 16.91% | ||
| 4 | AMERIPRISE FINANCIAL INC | 13,565 | 331,000 | 12.24% |
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.
