| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 41,280 | 1,021,000 | 53.16% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 24,466 | 605,000 | 31.50% | ||
| 3 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 10,199 | 252,000 | 13.12% | ||
| 4 | INTELLECTUS PARTNERS, LLC | 1,189 | 29,000 | 1.51% | ||
| 5 | SONORA INVESTMENT MANAGEMENT, LLC | 400 | 9,896 | 0.52% | ||
| 6 | Estabrook Capital Management | 148 | 3,662 | 0.19% |
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.
