| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FDx Advisors, Inc. | 121,000 | 1,431,000 | 48.18% | ||
| 2 | REILLY FINANCIAL ADVISORS, LLC | 107,310 | 1,268,000 | 42.69% | ||
| 3 | Grassi Investment Management | 22,888 | 271,000 | 9.12% |
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.
