| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 42,402 | 1,109,000 | 51.40% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 28,800 | 753,000 | 34.90% | ||
| 3 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 10,399 | 272,000 | 12.61% | ||
| 4 | ADIRONDACK TRUST CO | 500 | 13,000 | 0.60% | ||
| 5 | SONORA INVESTMENT MANAGEMENT, LLC | 400 | 10,460 | 0.48% |
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.
