| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 40,974 | 1,078,000 | 27.83% | ||
| 2 | Vision Capital Management, Inc. | 24,345 | 641,000 | 16.55% | ||
| 3 | HANCOCK WHITNEY CORP | 22,170 | 584,000 | 15.08% | ||
| 4 | Maryland Capital Management | 19,845 | 522,000 | 13.48% | ||
| 5 | AMERIPRISE FINANCIAL INC | 13,694 | 360,000 | 9.30% | ||
| 6 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 10,000 | 263,000 | 6.79% | ||
| 7 | Altavista Wealth Management, Inc. | 9,581 | 252,000 | 6.51% | ||
| 8 | GLENMEDE TRUST CO NA | 4,000 | 105,000 | 2.71% | ||
| 9 | PNC FINANCIAL SERVICES GROUP, INC. | 1,035 | 27,000 | 0.70% | ||
| 10 | SHARKEY, HOWES & JAVER | 1,000 | 26,000 | 0.67% | ||
| 11 | MassMutual Private Wealth & Trust, FSB | 450 | 11,844 | 0.31% | ||
| 12 | MYCIO WEALTH PARTNERS, LLC | 108 | 3,000 | 0.08% |
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.
