| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MassMutual Private Wealth & Trust, FSB | 9,775 | 252,782 | 4.21% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 22,932 | 593,000 | 9.87% | ||
| 3 | AMERIPRISE FINANCIAL INC | 28,686 | 731,000 | 12.16% | ||
| 4 | Maryland Capital Management | 57,070 | 1,476,000 | 24.56% | ||
| 5 | ROOSEVELT INVESTMENT GROUP LLC | 114,350 | 2,957,000 | 49.20% |
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.
