| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SOLARIS ASSET MANAGEMENT LLC | 39,671 | 1,031,000 | 56.15% | ||
| 2 | REILLY FINANCIAL ADVISORS, LLC | 19,440 | 506,000 | 27.56% | ||
| 3 | SignalPoint Asset Management, LLC | 11,500 | 299,000 | 16.29% |
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.
