| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 30,981 | 714,000 | 51.39% | ||
| 2 | REILLY FINANCIAL ADVISORS, LLC | 26,749 | 617,000 | 44.41% | ||
| 3 | MassMutual Private Wealth & Trust, FSB | 1,400 | 32,284 | 2.32% | ||
| 4 | PRIVATE TRUST CO NA | 1,000 | 23,000 | 1.66% | ||
| 5 | AMERIPRISE FINANCIAL INC | 134 | 3,000 | 0.22% |
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.
