| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DAVIDSON & GARRARD INC | 25,410 | 551,000 | 49.64% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 18,858 | 409,000 | 36.85% | ||
| 3 | AMERIPRISE FINANCIAL INC | 3,524 | 76,000 | 6.85% | ||
| 4 | Carroll Financial Associates, Inc. | 2,510 | 56,000 | 5.05% | ||
| 5 | REILLY FINANCIAL ADVISORS, LLC | 850 | 18,000 | 1.62% |
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.
