| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PNC FINANCIAL SERVICES GROUP, INC. | 400 | 10,000 | 0.57% | ||
| 2 | Jacobus Wealth Management, Inc. | 5,000 | 127,000 | 7.24% | ||
| 3 | SignalPoint Asset Management, LLC | 9,700 | 247,000 | 14.09% | ||
| 4 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 11,656 | 297,000 | 16.94% | ||
| 5 | HANCOCK WHITNEY CORP | 20,000 | 509,000 | 29.04% | ||
| 6 | AMERIPRISE FINANCIAL INC | 22,130 | 563,000 | 32.12% |
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.
