| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 34,870 | 888,000 | 54.43% | ||
| 2 | REILLY FINANCIAL ADVISORS, LLC | 25,187 | 642,000 | 39.35% | ||
| 3 | Alerus Investment Advisors Corp | 2,425 | 62,000 | 3.80% | ||
| 4 | MassMutual Private Wealth & Trust, FSB | 1,550 | 39,479 | 2.42% |
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.
