| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GRAYBILL WEALTH MANAGEMENT, LTD. | 75,286 | 2,009,000 | 75.41% | ||
| 2 | KCM INVESTMENT ADVISORS LLC | 13,183 | 352,000 | 13.21% | ||
| 3 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 11,343 | 303,000 | 11.37% |
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.
