| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 419,757 | 6,498,000 | 65.38% | ||
| 2 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 221,585 | 3,430,000 | 34.51% | ||
| 3 | REILLY FINANCIAL ADVISORS, LLC | 605 | 9,000 | 0.09% | ||
| 4 | D'Orazio & Associates, Inc. | 149 | 2,000 | 0.02% |
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.