| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 225,950 | 3,760,000 | 84.97% | ||
| 2 | SignalPoint Asset Management, LLC | 28,881 | 481,000 | 10.87% | ||
| 3 | CROFT-LEOMINSTER INC | 11,100 | 184,000 | 4.16% |
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.
