| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Windsor Financial Group, LLC | 28,300 | 745,000 | 46.96% | ||
| 2 | Vision Capital Management, Inc. | 18,600 | 489,000 | 30.82% | ||
| 3 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 11,873 | 312,000 | 19.67% | ||
| 4 | Highlander Capital Management, LLC | 1,500 | 39,465 | 2.49% | ||
| 5 | AMERIPRISE FINANCIAL INC | 46 | 1,000 | 0.06% |
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.
