| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KCM INVESTMENT ADVISORS LLC | 24,174 | 651,000 | 44.77% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 21,911 | 590,000 | 40.58% | ||
| 3 | PNC FINANCIAL SERVICES GROUP, INC. | 7,555 | 203,000 | 13.96% | ||
| 4 | Winch Advisory Services, LLC | 307 | 8,000 | 0.55% | ||
| 5 | MYCIO WEALTH PARTNERS, LLC | 60 | 2,000 | 0.14% |
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.
