| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 47,522 | 1,226,000 | 57.86% | ||
| 2 | ROOSEVELT INVESTMENT GROUP LLC | 16,755 | 432,000 | 20.39% | ||
| 3 | AMERIPRISE FINANCIAL INC | 9,976 | 257,000 | 12.13% | ||
| 4 | Welch Group, LLC | 7,021 | 181,000 | 8.54% | ||
| 5 | Ledyard National Bank | 780 | 20,000 | 0.94% | ||
| 6 | MYCIO WEALTH PARTNERS, LLC | 108 | 3,000 | 0.14% |
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.
