| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Cranberry Lake Advisors LLC | 102,000 | 7,143,000 | 79.60% | ||
| 2 | Stillwater Capital Advisors, LLC | 8,645 | 605,000 | 6.74% | ||
| 3 | Veritable, L.P. | 8,096 | 567,000 | 6.32% | ||
| 4 | OARSMAN CAPITAL, INC. | 5,298 | 371,000 | 4.13% | ||
| 5 | Financial Sense Advisors, Inc. | 4,117 | 288,000 | 3.21% |
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.
