| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Cranberry Lake Advisors LLC | 108,755 | 8,996,000 | 46.16% | ||
| 2 | Guild Investment Management, Inc. | 104,100 | 8,611,000 | 44.18% | ||
| 3 | SignalPoint Asset Management, LLC | 13,136 | 1,087,000 | 5.58% | ||
| 4 | Stillwater Capital Advisors, LLC | 5,005 | 414,000 | 2.12% | ||
| 5 | OARSMAN CAPITAL, INC. | 4,133 | 342,000 | 1.75% | ||
| 6 | Plante Moran Financial Advisors, LLC | 479 | 40,000 | 0.21% |
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.
