| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Jacobus Wealth Management, Inc. | 15,245 | 1,058,000 | 67.52% | ||
| 2 | Whitegate Investment Counselors, Inc. | 3,350 | 233,000 | 14.87% | ||
| 3 | SignalPoint Asset Management, LLC | 2,976 | 207,000 | 13.21% | ||
| 4 | PRENTISS SMITH & CO INC | 1,000 | 69,000 | 4.40% |
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.
