| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Maryland Capital Management | 14,145 | 370,000 | 49.60% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 13,835 | 362,000 | 48.53% | ||
| 3 | REILLY FINANCIAL ADVISORS, LLC | 500 | 13,000 | 1.74% | ||
| 4 | MYCIO WEALTH PARTNERS, LLC | 29 | 1,000 | 0.13% |
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.
