| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 17,693 | 457,000 | 33.31% | ||
| 2 | KCM INVESTMENT ADVISORS LLC | 12,493 | 322,000 | 23.47% | ||
| 3 | AMERIPRISE FINANCIAL INC | 9,160 | 236,000 | 17.20% | ||
| 4 | PRIVATE TRUST CO NA | 7,187 | 185,000 | 13.48% | ||
| 5 | GLENMEDE TRUST CO NA | 3,230 | 83,000 | 6.05% | ||
| 6 | Nelson Capital Management, LLC | 2,645 | 68,000 | 4.96% | ||
| 7 | Elite Wealth Management, Inc. | 800 | 21,000 | 1.53% |
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.
