| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 250,250 | 4,870,000 | 91.80% | ||
| 2 | SignalPoint Asset Management, LLC | 11,244 | 219,000 | 4.13% | ||
| 3 | CROFT-LEOMINSTER INC | 11,100 | 216,000 | 4.07% |
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.
