| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 252,262 | 3,716,000 | 75.87% | ||
| 2 | AMERIPRISE FINANCIAL INC | 64,950 | 957,000 | 19.54% | ||
| 3 | Endurance Wealth Management, Inc. | 15,000 | 222,000 | 4.53% | ||
| 4 | PROFICIO CAPITAL PARTNERS LLC | 119 | 2,000 | 0.04% | ||
| 5 | MassMutual Private Wealth & Trust, FSB | 45 | 663 | 0.01% | ||
| 6 | Estabrook Capital Management | 1 | 15 | 0.00% |
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.