| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 24,218 | 586,000 | 93.16% | ||
| 2 | Joel Isaacson & Co., LLC | 1,282 | 31,000 | 4.93% | ||
| 3 | PNC FINANCIAL SERVICES GROUP, INC. | 400 | 10,000 | 1.59% | ||
| 4 | MYCIO WEALTH PARTNERS, LLC | 74 | 2,000 | 0.32% |
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.
