| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GRAYBILL WEALTH MANAGEMENT, LTD. | 76,431 | 2,038,000 | 75.93% | ||
| 2 | KCM INVESTMENT ADVISORS LLC | 13,206 | 352,000 | 13.11% | ||
| 3 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 11,046 | 294,000 | 10.95% |
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.
