| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Curi Capital, LLC | 16,272 | 393,000 | 34.47% | ||
| 2 | SignalPoint Asset Management, LLC | 12,740 | 308,000 | 27.01% | ||
| 3 | AMERIPRISE FINANCIAL INC | 8,920 | 215,000 | 18.86% | ||
| 4 | Estabrook Capital Management | 7,300 | 176,222 | 15.46% | ||
| 5 | PNC FINANCIAL SERVICES GROUP, INC. | 1,980 | 48,000 | 4.21% |
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.
