| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CAPSTONE ASSET MANAGEMENT CO | 203,232 | 5,418,000 | 72.25% | ||
| 2 | AMERIPRISE FINANCIAL INC | 38,775 | 1,034,000 | 13.79% | ||
| 3 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 27,994 | 746,000 | 9.95% | ||
| 4 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 10,398 | 277,000 | 3.69% | ||
| 5 | ADIRONDACK TRUST CO | 500 | 13,000 | 0.17% | ||
| 6 | SONORA INVESTMENT MANAGEMENT, LLC | 400 | 10,664 | 0.14% |
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.
