| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FDx Advisors, Inc. | 67,700 | 3,186,000 | 62.82% | ||
| 2 | ROTHSCHILD INVESTMENT LLC /IL | 32,911 | 1,548,000 | 30.52% | ||
| 3 | APPLETON PARTNERS INC/MA | 5,867 | 276,000 | 5.44% | ||
| 4 | GLENMEDE TRUST CO NA | 904 | 42,000 | 0.83% | ||
| 5 | CT Financial Advisors LLC | 213 | 10,010 | 0.20% | ||
| 6 | REILLY FINANCIAL ADVISORS, LLC | 210 | 10,000 | 0.20% |
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.
