| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Aperio Group, LLC | 20,814 | 69,000 | 76.67% | ||
| 2 | AMERIPRISE FINANCIAL INC | 6,420 | 21,000 | 23.33% | ||
| 3 | MYCIO WEALTH PARTNERS, LLC | 19 | 0 | 0.00% |
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.
