| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Banyan Partners, LLC | 31,020 | 586,000 | 51.81% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 28,898 | 544,000 | 48.10% | ||
| 3 | AMERIPRISE FINANCIAL INC | 73 | 1,000 | 0.09% |
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.
