| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | COBIZ WEALTH, LLC | 19,949 | 502,000 | 32.35% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 18,928 | 476,000 | 30.68% | ||
| 3 | BANTA ASSET MANAGEMENT LP | 12,185 | 307,000 | 19.79% | ||
| 4 | TRUST CO OF VERMONT | 4,025 | 101,000 | 6.51% | ||
| 5 | Highlander Capital Management, LLC | 3,800 | 95,646 | 6.16% | ||
| 6 | AMERIPRISE FINANCIAL INC | 2,783 | 70,000 | 4.51% |
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.
