| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | American Research & Management Co. | 18,704 | 479,000 | 37.25% | ||
| 2 | Vision Capital Management, Inc. | 16,350 | 419,000 | 32.58% | ||
| 3 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 11,914 | 305,000 | 23.72% | ||
| 4 | Highlander Capital Management, LLC | 2,000 | 51,000 | 3.97% | ||
| 5 | INTELLECTUS PARTNERS, LLC | 1,242 | 32,000 | 2.49% |
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.
