| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SignalPoint Asset Management, LLC | 53,057 | 2,680,000 | 69.74% | ||
| 2 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 17,970 | 908,000 | 23.63% | ||
| 3 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 5,039 | 255,000 | 6.64% |
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.
