| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 40,824 | 2,478,000 | 78.00% | ||
| 2 | Mercer Capital Advisers, Inc. | 5,775 | 352,000 | 11.08% | ||
| 3 | FORBES J M & CO LLP | 5,130 | 339,000 | 10.67% | ||
| 4 | American Research & Management Co. | 135 | 8,000 | 0.25% | ||
| 5 | 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.
