| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MYCIO WEALTH PARTNERS, LLC | 53 | 1,000 | 0.14% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 13,444 | 346,000 | 48.66% | ||
| 3 | Maryland Capital Management | 14,145 | 364,000 | 51.20% |
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.
