| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | COBIZ WEALTH, LLC | 19,949 | 506,000 | 22.23% | ||
| 2 | AMERIPRISE FINANCIAL INC | 19,980 | 506,000 | 22.23% | ||
| 3 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 18,541 | 470,000 | 20.65% | ||
| 4 | BANTA ASSET MANAGEMENT LP | 12,185 | 309,000 | 13.58% | ||
| 5 | Janney Montgomery Scott LLC | 11,307 | 286,519 | 12.59% | ||
| 6 | TRUST CO OF VERMONT | 4,025 | 102,000 | 4.48% | ||
| 7 | Highlander Capital Management, LLC | 3,800 | 96,292 | 4.23% |
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.
