| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 45,140 | 2,684,000 | 86.16% | ||
| 2 | FORBES J M & CO LLP | 5,130 | 305,000 | 9.79% | ||
| 3 | AMERIPRISE FINANCIAL INC | 1,876 | 112,000 | 3.60% | ||
| 4 | American Research & Management Co. | 135 | 8,000 | 0.26% | ||
| 5 | PRIVATE TRUST CO NA | 100 | 6,000 | 0.19% | ||
| 6 | First Horizon Advisors, Inc. | 16 | 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.