| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Jacobus Wealth Management, Inc. | 5,000 | 128,000 | 7.84% | ||
| 2 | SignalPoint Asset Management, LLC | 9,700 | 247,000 | 15.13% | ||
| 3 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 11,353 | 290,000 | 17.76% | ||
| 4 | AMERIPRISE FINANCIAL INC | 17,957 | 458,000 | 28.05% | ||
| 5 | HANCOCK WHITNEY CORP | 20,000 | 510,000 | 31.23% |
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.
