| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 177,754 | 324,000 | 81.61% | ||
| 2 | AMERIPRISE FINANCIAL INC | 27,466 | 51,000 | 12.85% | ||
| 3 | Huntington Steele LLC | 10,059 | 18,000 | 4.53% | ||
| 4 | Lenox Wealth Advisors, LLC | 1,924 | 4,000 | 1.01% |
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.
