| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 295,770 | 7,474,000 | 77.74% | ||
| 2 | Atlas Brown,Inc. | 76,512 | 1,933,000 | 20.11% | ||
| 3 | SignalPoint Asset Management, LLC | 8,173 | 207,000 | 2.15% |
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.
