| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Cranberry Lake Advisors LLC | 95,000 | 6,528,000 | 84.92% | ||
| 2 | SignalPoint Asset Management, LLC | 5,987 | 411,000 | 5.35% | ||
| 3 | OARSMAN CAPITAL, INC. | 5,504 | 378,000 | 4.92% | ||
| 4 | Stillwater Capital Advisors, LLC | 4,875 | 335,000 | 4.36% | ||
| 5 | First City Capital Management, Inc. | 370 | 25,426 | 0.33% | ||
| 6 | SYNOVUS FINANCIAL CORP | 150 | 10,000 | 0.13% |
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.
