| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FDx Advisors, Inc. | 74,200 | 2,596,000 | 79.71% | ||
| 2 | BANCORPSOUTH INC | 10,460 | 366,000 | 11.24% | ||
| 3 | ALBION FINANCIAL GROUP /UT | 8,075 | 282,000 | 8.66% | ||
| 4 | REILLY FINANCIAL ADVISORS, LLC | 367 | 13,000 | 0.40% |
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.
