| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FDx Advisors, Inc. | 55,000 | 798,000 | 55.37% | ||
| 2 | Janney Montgomery Scott LLC | 22,402 | 325,000 | 22.55% | ||
| 3 | DUBUQUE BANK & TRUST CO | 12,180 | 177,000 | 12.28% | ||
| 4 | REILLY FINANCIAL ADVISORS, LLC | 9,734 | 141,000 | 9.78% | ||
| 5 | CT Financial Advisors LLC | 22 | 316 | 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.
