| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Windsor Financial Group, LLC | 28,050 | 720,000 | 45.90% | ||
| 2 | Vision Capital Management, Inc. | 18,600 | 478,000 | 30.47% | ||
| 3 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 12,368 | 318,000 | 20.27% | ||
| 4 | Highlander Capital Management, LLC | 2,046 | 52,537 | 3.35% |
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.
