| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SOLARIS ASSET MANAGEMENT LLC | 46,261 | 1,178,000 | 61.04% | ||
| 2 | REILLY FINANCIAL ADVISORS, LLC | 17,050 | 434,000 | 22.49% | ||
| 3 | SignalPoint Asset Management, LLC | 11,500 | 293,000 | 15.18% | ||
| 4 | Vantage Investment Advisors, LLC | 967 | 25,000 | 1.30% |
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.
