| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 23,400 | 618,000 | 33.73% | ||
| 2 | SignalPoint Asset Management, LLC | 18,900 | 499,000 | 27.24% | ||
| 3 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 16,416 | 434,000 | 23.69% | ||
| 4 | ROOSEVELT INVESTMENT GROUP LLC | 8,700 | 230,000 | 12.55% | ||
| 5 | Apriem Advisors | 1,000 | 26,000 | 1.42% | ||
| 6 | Vantage Investment Advisors, LLC | 960 | 25,000 | 1.36% |
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.
