| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 142,257 | 6,470,000 | 70.40% | ||
| 2 | Motley Fool Wealth Management, LLC | 48,183 | 2,191,000 | 23.84% | ||
| 3 | Benchmark Capital Advisors | 6,000 | 272,000 | 2.96% | ||
| 4 | CAMBRIDGE TRUST CO | 5,655 | 257,000 | 2.80% | ||
| 5 | GLENMEDE TRUST CO NA | 22 | 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.
