| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 98,330 | 2,523,000 | 83.60% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 9,860 | 253,000 | 8.38% | ||
| 3 | Maryland Capital Management | 9,425 | 242,000 | 8.02% |
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.
