| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SignalPoint Asset Management, LLC | 8,419 | 307,000 | 58.03% | ||
| 2 | Veritable, L.P. | 6,084 | 222,000 | 41.97% |
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.
