| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PROFICIO CAPITAL PARTNERS LLC | 65 | 2,000 | 0.12% | ||
| 2 | Endurance Wealth Management, Inc. | 250 | 6,000 | 0.37% | ||
| 3 | REILLY FINANCIAL ADVISORS, LLC | 450 | 11,000 | 0.68% | ||
| 4 | Carroll Financial Associates, Inc. | 2,510 | 63,000 | 3.88% | ||
| 5 | DAVIDSON & GARRARD INC | 27,295 | 689,000 | 42.40% | ||
| 6 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 33,830 | 854,000 | 52.55% |
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.
