| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Cranberry Lake Advisors LLC | 108,000 | 7,608,000 | 64.09% | ||
| 2 | VESTOR CAPITAL, LLC | 17,804 | 1,254,000 | 10.56% | ||
| 3 | SYNOVUS FINANCIAL CORP | 17,492 | 1,232,000 | 10.38% | ||
| 4 | Stillwater Capital Advisors, LLC | 10,220 | 720,000 | 6.07% | ||
| 5 | SignalPoint Asset Management, LLC | 5,809 | 419,000 | 3.53% | ||
| 6 | OARSMAN CAPITAL, INC. | 5,590 | 394,000 | 3.32% | ||
| 7 | Veritable, L.P. | 3,096 | 218,000 | 1.84% | ||
| 8 | First City Capital Management, Inc. | 370 | 26,063 | 0.22% |
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.
