| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 46,252 | 1,220,000 | 57.14% | ||
| 2 | ROOSEVELT INVESTMENT GROUP LLC | 16,755 | 442,000 | 20.70% | ||
| 3 | AMERIPRISE FINANCIAL INC | 10,719 | 283,000 | 13.26% | ||
| 4 | Welch Group, LLC | 7,021 | 185,000 | 8.67% | SH | |
| 5 | MYCIO WEALTH PARTNERS, LLC | 197 | 5,000 | 0.23% |
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.
