| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Crow Point Partners, LLC | 50,000 | 1,245,000 | 59.91% | ||
| 2 | KCM INVESTMENT ADVISORS LLC | 23,500 | 583,000 | 28.06% | ||
| 3 | Baker Ellis Asset Management LLC | 10,000 | 250,000 | 12.03% |
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.
