| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Banyan Partners, LLC | 16,601 | 627,000 | 58.38% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 11,799 | 447,000 | 41.62% |
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.
