| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Cranberry Lake Advisors LLC | 101,000 | 6,894,000 | 70.58% | ||
| 2 | Veritable, L.P. | 10,755 | 734,000 | 7.52% | ||
| 3 | SYNOVUS FINANCIAL CORP | 10,075 | 688,000 | 7.04% | ||
| 4 | Stillwater Capital Advisors, LLC | 8,820 | 602,000 | 6.16% | ||
| 5 | Financial Sense Advisors, Inc. | 7,217 | 492,000 | 5.04% | ||
| 6 | OARSMAN CAPITAL, INC. | 5,236 | 357,000 | 3.66% |
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.
