| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FDx Advisors, Inc. | 79,300 | 2,729,000 | 72.38% | ||
| 2 | Endurance Wealth Management, Inc. | 26,566 | 913,000 | 24.22% | ||
| 3 | CT Financial Advisors LLC | 2,192 | 75,386 | 2.00% | ||
| 4 | REILLY FINANCIAL ADVISORS, LLC | 1,009 | 35,000 | 0.93% | ||
| 5 | MONROE BANK & TRUST/MI | 524 | 18,000 | 0.48% |
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.
