| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FULTON BREAKEFIELD BROENNIMAN LLC | 26,200 | 667,000 | 49.33% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 16,588 | 422,000 | 31.21% | ||
| 3 | SignalPoint Asset Management, LLC | 9,745 | 248,000 | 18.34% | ||
| 4 | PNC FINANCIAL SERVICES GROUP, INC. | 600 | 15,000 | 1.11% |
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.
