| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 15,647 | 78,000 | 2.97% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 220,520 | 1,074,000 | 40.87% | ||
| 3 | B. Riley Wealth Advisors, Inc. | 29,780 | 1,476,000 | 56.16% |
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.
