| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 36,066 | 911,000 | 34.15% | ||
| 2 | COBIZ WEALTH, LLC | 19,949 | 504,000 | 18.90% | ||
| 3 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 18,277 | 462,000 | 17.32% | ||
| 4 | BANTA ASSET MANAGEMENT LP | 12,185 | 311,000 | 11.66% | ||
| 5 | Janney Montgomery Scott LLC | 11,132 | 281,306 | 10.55% | ||
| 6 | TRUST CO OF VERMONT | 4,025 | 102,000 | 3.82% | ||
| 7 | Highlander Capital Management, LLC | 3,800 | 96,026 | 3.60% |
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.
