| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 131,834 | 10,911,000 | 42.65% | ||
| 2 | Palisade Asset Management, LLC | 128,465 | 10,632,000 | 41.56% | ||
| 3 | BAXTER BROS INC | 19,393 | 1,605,000 | 6.27% | ||
| 4 | Columbia Asset Management | 11,476 | 950,000 | 3.71% | ||
| 5 | INTELLECTUS PARTNERS, LLC | 6,180 | 470,000 | 1.84% | ||
| 6 | Jacobus Wealth Management, Inc. | 4,258 | 352,000 | 1.38% | ||
| 7 | Scott & Selber, Inc. | 2,935 | 243,000 | 0.95% | ||
| 8 | TIRSCHWELL & LOEWY INC | 2,600 | 215,000 | 0.84% | ||
| 9 | SCHALLER INVESTMENT GROUP INC | 2,500 | 207,000 | 0.81% |
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.
