| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 9,438 | 220,000 | 45.64% | ||
| 2 | EVERETT HARRIS & CO /CA/ | 8,800 | 205,000 | 42.53% | ||
| 3 | REILLY FINANCIAL ADVISORS, LLC | 2,450 | 57,000 | 11.83% |
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.
