| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 28,804 | 698,000 | 48.85% | ||
| 2 | DAVIDSON & GARRARD INC | 27,295 | 661,000 | 46.26% | ||
| 3 | Carroll Financial Associates, Inc. | 2,010 | 49,000 | 3.43% | ||
| 4 | REILLY FINANCIAL ADVISORS, LLC | 850 | 21,000 | 1.47% |
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.
