| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Cranberry Lake Advisors LLC | 112,500 | 7,087,000 | 66.93% | ||
| 2 | SYNOVUS FINANCIAL CORP | 17,097 | 1,077,000 | 10.17% | ||
| 3 | VESTOR CAPITAL, LLC | 16,827 | 1,060,000 | 10.01% | ||
| 4 | Stillwater Capital Advisors, LLC | 10,020 | 631,000 | 5.96% | ||
| 5 | SignalPoint Asset Management, LLC | 5,686 | 358,000 | 3.38% | ||
| 6 | OARSMAN CAPITAL, INC. | 5,590 | 352,000 | 3.32% | ||
| 7 | First City Capital Management, Inc. | 370 | 23,310 | 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.
