| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 110,281 | 2,782,000 | 84.58% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 10,312 | 265,000 | 8.06% | ||
| 3 | Maryland Capital Management | 9,425 | 242,000 | 7.36% |
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.