| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CAPSTONE ASSET MANAGEMENT CO | 142,857 | 3,631,000 | 66.64% | ||
| 2 | AMERIPRISE FINANCIAL INC | 35,442 | 901,000 | 16.54% | ||
| 3 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 26,970 | 686,000 | 12.59% | ||
| 4 | Altavista Wealth Management, Inc. | 8,533 | 217,000 | 3.98% | ||
| 5 | ORRSTOWN FINANCIAL SERVICES INC | 400 | 10,000 | 0.18% | ||
| 6 | PNC FINANCIAL SERVICES GROUP, INC. | 165 | 4,000 | 0.07% |
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.
