| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FDx Advisors, Inc. | 303,700 | 12,003,000 | 78.40% | ||
| 2 | APPLETON PARTNERS INC/MA | 36,377 | 1,438,000 | 9.39% | ||
| 3 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 34,849 | 1,377,000 | 8.99% | ||
| 4 | BTR CAPITAL MANAGEMENT INC | 6,375 | 252,000 | 1.65% | ||
| 5 | LMCG INVESTMENTS, LLC | 6,046 | 239,000 | 1.56% |
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.
