| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SONORA INVESTMENT MANAGEMENT, LLC | 400 | 10,292 | 1.17% | ||
| 2 | INTELLECTUS PARTNERS, LLC | 1,188 | 31,000 | 3.51% | ||
| 3 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 11,194 | 288,000 | 32.61% | ||
| 4 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 21,547 | 554,000 | 62.72% |
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.
