| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MYCIO WEALTH PARTNERS, LLC | 51 | 1,000 | 0.06% | ||
| 2 | REILLY FINANCIAL ADVISORS, LLC | 450 | 11,000 | 0.69% | ||
| 3 | DAVIDSON & GARRARD INC | 27,295 | 692,000 | 43.14% | ||
| 4 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 35,485 | 900,000 | 56.11% |
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.