| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SignalPoint Asset Management, LLC | 78,153 | 3,278,000 | 81.30% | ||
| 2 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 17,970 | 754,000 | 18.70% |
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.
