| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SignalPoint Asset Management, LLC | 112,024 | 2,421,000 | 88.65% | ||
| 2 | MOLONEY SECURITIES ASSET MANAGEMENT, LLC | 13,821 | 299,000 | 10.95% | ||
| 3 | Evercore Wealth Management, LLC | 500 | 11,000 | 0.40% |
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.
