| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36,441 | 953,000 | 55.50% | ||
| 2 | REILLY FINANCIAL ADVISORS, LLC | 25,195 | 659,000 | 38.38% | ||
| 3 | Alerus Investment Advisors Corp | 2,425 | 63,000 | 3.67% | ||
| 4 | MassMutual Private Wealth & Trust, FSB | 1,550 | 40,532 | 2.36% | ||
| 5 | SUN LIFE FINANCIAL INC | 59,200 | 1,548 | 0.09% |
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.
