| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SignalPoint Asset Management, LLC | 57,570 | 2,632,000 | 58.97% | ||
| 2 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 17,970 | 822,000 | 18.42% | ||
| 3 | Fiera Capital Corp | 16,870 | 771,000 | 17.28% | ||
| 4 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 5,204 | 238,000 | 5.33% |
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.
