| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 24,633 | 636,000 | 49.30% | ||
| 2 | Welch Group, LLC | 8,293 | 214,000 | 16.59% | ||
| 3 | ROOSEVELT INVESTMENT GROUP LLC | 8,200 | 212,000 | 16.43% | ||
| 4 | GLENMEDE TRUST CO NA | 5,000 | 129,000 | 10.00% | ||
| 5 | Estabrook Capital Management | 2,000 | 51,660 | 4.00% | ||
| 6 | PNC FINANCIAL SERVICES GROUP, INC. | 1,000 | 26,000 | 2.02% | ||
| 7 | RISK PARADIGM GROUP, LLC | 600 | 15,498 | 1.20% | ||
| 8 | MYCIO WEALTH PARTNERS, LLC | 250 | 6,000 | 0.47% |
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.
