| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FDx Advisors, Inc. | 49,000 | 776,000 | 45.16% | ||
| 2 | CT Financial Advisors LLC | 44,180 | 699,377 | 40.70% | ||
| 3 | Janney Montgomery Scott LLC | 15,347 | 243,000 | 14.14% |
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.
