| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 21,871 | 1,329,000 | 68.26% | ||
| 2 | FORBES J M & CO LLP | 5,130 | 312,000 | 16.02% | ||
| 3 | Mercer Capital Advisers, Inc. | 4,475 | 271,000 | 13.92% | ||
| 4 | MOTCO | 337 | 20,000 | 1.03% | ||
| 5 | QUADRANT CAPITAL GROUP LLC | 261 | 15,000 | 0.77% | ||
| 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.
