| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SignalPoint Asset Management, LLC | 52,371 | 2,888,000 | 64.94% | ||
| 2 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 17,970 | 991,000 | 22.28% | ||
| 3 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 5,989 | 330,000 | 7.42% | ||
| 4 | MURPHY CAPITAL MANAGEMENT INC | 4,323 | 238,000 | 5.35% |
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.
