| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SignalPoint Asset Management, LLC | 12,000 | 286,000 | 89.41% | ||
| 2 | MassMutual Private Wealth & Trust, FSB | 1,000 | 21,860 | 6.83% | ||
| 3 | REILLY FINANCIAL ADVISORS, LLC | 300 | 7,000 | 2.19% | ||
| 4 | MYCIO WEALTH PARTNERS, LLC | 216 | 5,000 | 1.56% |
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.
