| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 134,508 | 4,329,000 | 58.86% | ||
| 2 | Motley Fool Wealth Management, LLC | 87,476 | 2,816,000 | 38.29% | ||
| 3 | CAMBRIDGE TRUST CO | 6,394 | 206,000 | 2.80% | ||
| 4 | QUADRANT CAPITAL GROUP LLC | 191 | 4,000 | 0.05% | ||
| 5 | GLENMEDE TRUST CO NA | 30 | 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.