| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Cranberry Lake Advisors LLC | 95,000 | 6,808,000 | 85.40% | ||
| 2 | OARSMAN CAPITAL, INC. | 5,531 | 396,000 | 4.97% | ||
| 3 | SignalPoint Asset Management, LLC | 5,480 | 393,000 | 4.93% | ||
| 4 | Stillwater Capital Advisors, LLC | 5,085 | 364,000 | 4.57% | ||
| 5 | SYNOVUS FINANCIAL CORP | 150 | 11,000 | 0.14% |
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.
