| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CT Financial Advisors LLC | 6,175 | 64,657 | 73.76% | ||
| 2 | GLENMEDE TRUST CO NA | 2,208 | 23,000 | 26.24% | ||
| 3 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 40 | 0 | 0.00% |
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.
