| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 124,128 | 4,819,000 | 72.63% | ||
| 2 | Motley Fool Wealth Management, LLC | 32,874 | 1,276,000 | 19.23% | ||
| 3 | Benchmark Capital Advisors | 8,600 | 333,000 | 5.02% | ||
| 4 | CAMBRIDGE TRUST CO | 5,322 | 207,000 | 3.12% |
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.
