| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Parasol Investment Management, LLC | 26,320 | 691,000 | 81.49% | ||
| 2 | DUBUQUE BANK & TRUST CO | 5,680 | 149,000 | 17.57% | ||
| 3 | Visionary Asset Management, Inc. | 304 | 8,000 | 0.94% | ||
| 4 | Capital Advisors, Ltd. LLC | 0 | 0 | 0.00% | ||
| 5 | NEXT Financial Group, Inc | 0 | 0 | 0.00% |
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.