| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DAVIDSON & GARRARD INC | 25,295 | 560,000 | 41.03% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 19,212 | 425,000 | 31.14% | ||
| 3 | Vision Capital Management, Inc. | 16,350 | 362,000 | 26.52% | ||
| 4 | REILLY FINANCIAL ADVISORS, LLC | 750 | 17,000 | 1.25% | ||
| 5 | AMERIPRISE FINANCIAL INC | 55 | 1,000 | 0.07% |
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.
