| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SignalPoint Asset Management, LLC | 8,842 | 203,000 | 11.73% | ||
| 2 | OARSMAN CAPITAL, INC. | 9,230 | 212,000 | 12.25% | ||
| 3 | KLINGENSTEIN FIELDS & CO LP | 9,525 | 219,000 | 12.65% | ||
| 4 | GAMBLE JONES INVESTMENT COUNSEL | 20,758 | 477,000 | 27.56% | ||
| 5 | HOLLENCREST CAPITAL MANAGEMENT | 26,976 | 620,000 | 35.82% |
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.
