| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 289,871 | 3,577,000 | 62.91% | ||
| 2 | AMERIPRISE FINANCIAL INC | 48,983 | 608,000 | 10.69% | ||
| 3 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 32,960 | 412,000 | 7.25% | ||
| 4 | SVB WEALTH LLC | 29,777 | 366,000 | 6.44% | ||
| 5 | GENESEE VALLEY TRUST CO | 24,345 | 305,000 | 5.36% | ||
| 6 | Roundview Capital LLC | 21,780 | 269,000 | 4.73% | ||
| 7 | THOMAS WHITE INTERNATIONAL LTD | 9,712 | 121,000 | 2.13% | ||
| 8 | GLENMEDE TRUST CO NA | 1,144 | 14,000 | 0.25% | ||
| 9 | First Horizon Advisors, Inc. | 1,035 | 12,000 | 0.21% | ||
| 10 | TRUST CO OF VERMONT | 180 | 2,000 | 0.04% |
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.
