| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KCM INVESTMENT ADVISORS LLC | 87,425 | 2,249,000 | 86.16% | ||
| 2 | SignalPoint Asset Management, LLC | 13,523 | 348,000 | 13.33% | ||
| 3 | KELMAN-LAZAROV, INC. | 400 | 10,266 | 0.39% | ||
| 4 | CapWealth Advisors, LLC | 125 | 3,000 | 0.11% |
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.
