| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 35,157 | 896,000 | 38.39% | ||
| 2 | KCM INVESTMENT ADVISORS LLC | 24,585 | 627,000 | 26.86% | ||
| 3 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 20,793 | 530,000 | 22.71% | ||
| 4 | PNC FINANCIAL SERVICES GROUP, INC. | 10,755 | 274,000 | 11.74% | ||
| 5 | Winch Advisory Services, LLC | 288 | 7,000 | 0.30% |
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.
