| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 26,519 | 661,000 | 49.89% | ||
| 2 | DAVIDSON & GARRARD INC | 24,440 | 610,000 | 46.04% | ||
| 3 | INTELLECTUS PARTNERS, LLC | 2,177 | 54,000 | 4.08% |
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.
