| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FDx Advisors, Inc. | 26,600 | 332,000 | 65.48% | ||
| 2 | ALBION FINANCIAL GROUP /UT | 14,072 | 175,000 | 34.52% |
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.