| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 42,226 | 2,664,000 | 60.35% | ||
| 2 | AMERIPRISE FINANCIAL INC | 16,134 | 1,020,000 | 23.11% | ||
| 3 | Mercer Capital Advisers, Inc. | 6,275 | 397,000 | 8.99% | ||
| 4 | FORBES J M & CO LLP | 5,130 | 324,000 | 7.34% | ||
| 5 | American Research & Management Co. | 135 | 9,000 | 0.20% | ||
| 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.