| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 84,324 | 2,178,000 | 81.27% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 10,042 | 259,000 | 9.66% | ||
| 3 | Maryland Capital Management | 9,425 | 243,000 | 9.07% |
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.
