| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 18,155 | 1,066,000 | 63.72% | ||
| 2 | FORBES J M & CO LLP | 5,130 | 301,000 | 17.99% | ||
| 3 | Mercer Capital Advisers, Inc. | 4,675 | 273,000 | 16.32% | ||
| 4 | MOTCO | 300 | 17,000 | 1.02% | ||
| 5 | QUADRANT CAPITAL GROUP LLC | 261 | 14,000 | 0.84% | ||
| 6 | MYCIO WEALTH PARTNERS, LLC | 41 | 2,000 | 0.12% | ||
| 7 | 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.
