| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Curi Capital, LLC | 311,404 | 3,917,000 | 88.66% | ||
| 2 | SignalPoint Asset Management, LLC | 39,886 | 501,000 | 11.34% |
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.