| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Cranberry Lake Advisors LLC | 104,500 | 7,532,000 | 69.51% | ||
| 2 | SYNOVUS FINANCIAL CORP | 16,972 | 1,223,000 | 11.29% | ||
| 3 | Stillwater Capital Advisors, LLC | 8,645 | 623,000 | 5.75% | ||
| 4 | Veritable, L.P. | 8,446 | 609,000 | 5.62% | ||
| 5 | SignalPoint Asset Management, LLC | 5,809 | 419,000 | 3.87% | ||
| 6 | OARSMAN CAPITAL, INC. | 5,590 | 403,000 | 3.72% | ||
| 7 | First City Capital Management, Inc. | 370 | 26,670 | 0.25% |
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.
