| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Hollow Brook Wealth Management LLC | 83,598 | 2,594,000 | 67.66% | ||
| 2 | Veritable, L.P. | 24,006 | 745,000 | 19.43% | ||
| 3 | SignalPoint Asset Management, LLC | 15,953 | 495,000 | 12.91% |
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.
