| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 39,223 | 2,331,000 | 84.12% | ||
| 2 | FORBES J M & CO LLP | 5,130 | 304,000 | 10.97% | ||
| 3 | AMERIPRISE FINANCIAL INC | 2,038 | 122,000 | 4.40% | ||
| 4 | American Research & Management Co. | 135 | 8,000 | 0.29% | ||
| 5 | PRIVATE TRUST CO NA | 100 | 6,000 | 0.22% | ||
| 6 | First Horizon Advisors, Inc. | 12 | 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.
