| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 28,433 | 730,000 | 56.28% | ||
| 2 | KCM INVESTMENT ADVISORS LLC | 19,602 | 504,000 | 38.86% | ||
| 3 | AMERIPRISE FINANCIAL INC | 1,474 | 38,000 | 2.93% | ||
| 4 | REILLY FINANCIAL ADVISORS, LLC | 500 | 13,000 | 1.00% | ||
| 5 | Winch Advisory Services, LLC | 275 | 7,000 | 0.54% | ||
| 6 | TRUST CO OF VERMONT | 200 | 5,000 | 0.39% |
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.
