| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 61,419 | 1,493,000 | 50.66% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 33,584 | 816,000 | 27.69% | ||
| 3 | REILLY FINANCIAL ADVISORS, LLC | 26,272 | 638,000 | 21.65% |
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.