| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 27,558 | 714,000 | 37.38% | ||
| 2 | KCM INVESTMENT ADVISORS LLC | 12,449 | 322,000 | 16.86% | ||
| 3 | HOLLENCREST CAPITAL MANAGEMENT | 10,700 | 277,000 | 14.50% | ||
| 4 | AMERIPRISE FINANCIAL INC | 9,180 | 238,000 | 12.46% | ||
| 5 | PRIVATE TRUST CO NA | 7,187 | 186,000 | 9.74% | ||
| 6 | GLENMEDE TRUST CO NA | 3,230 | 83,000 | 4.35% | ||
| 7 | Nelson Capital Management, LLC | 2,645 | 69,000 | 3.61% | ||
| 8 | Elite Wealth Management, Inc. | 800 | 21,000 | 1.10% |
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.
