| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 20,762 | 548,000 | 45.18% | ||
| 2 | ROOSEVELT INVESTMENT GROUP LLC | 10,000 | 264,000 | 21.76% | ||
| 3 | MassMutual Private Wealth & Trust, FSB | 10,000 | 264,000 | 21.76% | ||
| 4 | Iowa State Bank | 5,000 | 132,000 | 10.88% | ||
| 5 | GLENMEDE TRUST CO NA | 195 | 5,000 | 0.41% | ||
| 6 | MYCIO WEALTH PARTNERS, LLC | 14 | 0 | 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.
