| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SignalPoint Asset Management, LLC | 18,900 | 487,000 | 26.04% | ||
| 2 | AMERIPRISE FINANCIAL INC | 18,369 | 473,000 | 25.29% | ||
| 3 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 15,622 | 402,000 | 21.50% | ||
| 4 | M&R CAPITAL MANAGEMENT INC | 10,000 | 258,000 | 13.80% | ||
| 5 | ROOSEVELT INVESTMENT GROUP LLC | 8,700 | 224,000 | 11.98% | ||
| 6 | Apriem Advisors | 1,000 | 26,000 | 1.39% |
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.
