| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 29,613 | 756,000 | 53.54% | ||
| 2 | KCM INVESTMENT ADVISORS LLC | 14,302 | 365,000 | 25.85% | ||
| 3 | Barnett & Company, Inc. | 9,900 | 253,000 | 17.92% | ||
| 4 | AMERIPRISE FINANCIAL INC | 500 | 13,000 | 0.92% | ||
| 5 | REILLY FINANCIAL ADVISORS, LLC | 500 | 13,000 | 0.92% | ||
| 6 | Winch Advisory Services, LLC | 266 | 7,000 | 0.50% | ||
| 7 | TRUST CO OF VERMONT | 200 | 5,000 | 0.35% |
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.
