| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FDx Advisors, Inc. | 41,600 | 1,074,000 | 90.07% | ||
| 2 | CT Financial Advisors LLC | 2,924 | 75,467 | 6.33% | ||
| 3 | REILLY FINANCIAL ADVISORS, LLC | 1,676 | 43,000 | 3.61% |
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.