| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Endurance Wealth Management, Inc. | 250 | 6,000 | 0.23% | ||
| 2 | Carroll Financial Associates, Inc. | 2,510 | 58,000 | 2.22% | ||
| 3 | DAVIDSON & GARRARD INC | 27,495 | 632,000 | 24.23% | ||
| 4 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 32,578 | 748,000 | 28.68% | ||
| 5 | AMERIPRISE FINANCIAL INC | 50,683 | 1,164,000 | 44.63% |
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.
