| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Cranberry Lake Advisors LLC | 102,500 | 7,709,000 | 81.34% | ||
| 2 | SignalPoint Asset Management, LLC | 13,162 | 990,000 | 10.45% | ||
| 3 | OARSMAN CAPITAL, INC. | 5,047 | 380,000 | 4.01% | ||
| 4 | Stillwater Capital Advisors, LLC | 5,005 | 376,000 | 3.97% | ||
| 5 | SYNOVUS FINANCIAL CORP | 150 | 11,000 | 0.12% | ||
| 6 | Plante Moran Financial Advisors, LLC | 150 | 11,000 | 0.12% |
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.
