| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FDx Advisors, Inc. | 93,000 | 947,000 | 62.59% | ||
| 2 | REILLY FINANCIAL ADVISORS, LLC | 25,903 | 264,000 | 17.45% | ||
| 3 | Benchmark Capital Advisors | 15,785 | 161,000 | 10.64% | ||
| 4 | Janney Montgomery Scott LLC | 13,845 | 141,000 | 9.32% |
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.
