| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KCM INVESTMENT ADVISORS LLC | 87,075 | 2,156,000 | 86.55% | ||
| 2 | SignalPoint Asset Management, LLC | 13,523 | 335,000 | 13.45% |
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.