| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 34,463 | 893,000 | 56.27% | ||
| 2 | DAVIDSON & GARRARD INC | 26,670 | 691,000 | 43.54% | ||
| 3 | MYCIO WEALTH PARTNERS, LLC | 98 | 3,000 | 0.19% |
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.
