| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SignalPoint Asset Management, LLC | 13,140 | 316,000 | 39.68% | ||
| 2 | AMERIPRISE FINANCIAL INC | 12,075 | 290,000 | 36.42% | ||
| 3 | Estabrook Capital Management | 5,800 | 139,316 | 17.50% | ||
| 4 | PNC FINANCIAL SERVICES GROUP, INC. | 1,980 | 48,000 | 6.03% | ||
| 5 | Brookstone Capital Management | 105 | 3,000 | 0.38% |
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.