| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Dana Investment Advisors, Inc. | 6,464 | 410,000 | 37.10% | ||
| 2 | HighPoint Advisor Group LLC | 4,533 | 290,000 | 26.24% | ||
| 3 | Legacy Private Trust Co. | 3,902 | 247,000 | 22.35% | ||
| 4 | Archford Capital Strategies, LLC | 1,309 | 83,000 | 7.51% | ||
| 5 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 960 | 61,000 | 5.52% | ||
| 6 | Lenox Wealth Advisors, LLC | 200 | 13,000 | 1.18% | ||
| 7 | Advisory Services Network, LLC | 12 | 1,000 | 0.09% |
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.
