| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | REILLY FINANCIAL ADVISORS, LLC | 300 | 7,000 | 0.50% | ||
| 2 | SignalPoint Asset Management, LLC | 10,800 | 264,000 | 18.95% | ||
| 3 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 18,630 | 422,000 | 30.29% | ||
| 4 | AMERIPRISE FINANCIAL INC | 30,910 | 700,000 | 50.25% |
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.
