| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HANCOCK WHITNEY CORP | 20,000 | 497,000 | 43.56% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 11,243 | 279,000 | 24.45% | ||
| 3 | SignalPoint Asset Management, LLC | 9,700 | 241,000 | 21.12% | ||
| 4 | Jacobus Wealth Management, Inc. | 5,000 | 124,000 | 10.87% |
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.
