| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Cranberry Lake Advisors LLC | 125,000 | 8,116,000 | 75.15% | ||
| 2 | SYNOVUS FINANCIAL CORP | 16,620 | 1,079,000 | 9.99% | ||
| 3 | Stillwater Capital Advisors, LLC | 10,020 | 651,000 | 6.03% | ||
| 4 | SignalPoint Asset Management, LLC | 5,691 | 370,000 | 3.43% | ||
| 5 | OARSMAN CAPITAL, INC. | 5,530 | 359,000 | 3.32% | ||
| 6 | Veritable, L.P. | 3,096 | 201,000 | 1.86% | ||
| 7 | First City Capital Management, Inc. | 370 | 24,024 | 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.
