| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FDx Advisors, Inc. | 115,800 | 2,894,000 | 74.76% | ||
| 2 | Janney Montgomery Scott LLC | 27,686 | 692,000 | 17.88% | ||
| 3 | APPLETON PARTNERS INC/MA | 11,424 | 285,000 | 7.36% |
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.
