| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SignalPoint Asset Management, LLC | 52,371 | 2,888,000 | 66.38% | ||
| 2 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 17,970 | 1,049,000 | 24.11% | ||
| 3 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 5,904 | 344,000 | 7.91% | ||
| 4 | Plante Moran Financial Advisors, LLC | 1,200 | 70,000 | 1.61% |
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.
