| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FDx Advisors, Inc. | 20,000 | 224,000 | 76.90% | ||
| 2 | CT Financial Advisors LLC | 6,015 | 67,305 | 23.10% |
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.