| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Aperio Group, LLC | 41,220 | 3,650,000 | 99.21% | ||
| 2 | RUSSELL FRANK CO/ | 183 | 16,000 | 0.43% | ||
| 3 | NEXT Financial Group, Inc | 123 | 10,000 | 0.27% | ||
| 4 | Weaver C. Barksdale & Associates, Inc. | 20 | 2,000 | 0.05% | ||
| 5 | AMERIPRISE FINANCIAL INC | 10 | 1,000 | 0.03% |
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.
