| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Franklin, Parlapiano, Turner & Welch, LLC | 147,572 | 2,733,000 | 85.38% | ||
| 2 | OLD MISSION CAPITAL LLC | 23,395 | 433,000 | 13.53% | ||
| 3 | NewSquare Capital LLC | 885 | 16,000 | 0.50% | ||
| 4 | IFP ADVISORS, INC | 760 | 14,000 | 0.44% | ||
| 5 | ASSET DEDICATION, LLC | 277 | 5,000 | 0.16% |
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.
