| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PNC FINANCIAL SERVICES GROUP, INC. | 263 | 2,000 | 0.03% | ||
| 2 | Curi Capital, LLC | 23,636 | 166,000 | 2.29% | ||
| 3 | Convergence Investment Partners, LLC | 23,622 | 166,000 | 2.29% | ||
| 4 | Motley Fool Wealth Management, LLC | 200,136 | 1,403,000 | 19.31% | ||
| 5 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 788,398 | 5,527,000 | 76.09% |
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.
