| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 148,914 | 3,294,000 | 52.59% | ||
| 2 | Motley Fool Wealth Management, LLC | 79,566 | 1,760,000 | 28.10% | ||
| 3 | Fisher Asset Management, LLC | 23,137 | 517,000 | 8.25% | ||
| 4 | AMERIPRISE FINANCIAL INC | 20,280 | 450,000 | 7.19% | ||
| 5 | Cornerstone Investment Partners, LLC | 9,937 | 220,000 | 3.51% | ||
| 6 | GLENMEDE TRUST CO NA | 680 | 15,000 | 0.24% | ||
| 7 | MOTCO | 239 | 5,000 | 0.08% | ||
| 8 | First Horizon Advisors, Inc. | 74 | 1,000 | 0.02% | ||
| 9 | Archford Capital Strategies, LLC | 38 | 1,000 | 0.02% |
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.
