| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AGILIS PARTNERS LLC | 86,000 | 1,656,000 | 61.70% | ||
| 2 | DT Investment Partners, LLC | 39,751 | 765,000 | 28.50% | ||
| 3 | Sigma Investment Management Co | 13,641 | 263,000 | 9.80% |
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.
