| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Stanley-Laman Group, Ltd. | 142,168 | 2,859,000 | 47.37% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 101,703 | 2,045,000 | 33.88% | ||
| 3 | Aperio Group, LLC | 30,317 | 613,000 | 10.16% | ||
| 4 | NAPLES GLOBAL ADVISORS, LLC | 24,648 | 499,000 | 8.27% | ||
| 5 | AMERIPRISE FINANCIAL INC | 973 | 20,000 | 0.33% |
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.
