| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 24,140 | 548,000 | 36.95% | ||
| 2 | HANCOCK WHITNEY CORP | 20,000 | 454,000 | 30.61% | ||
| 3 | SignalPoint Asset Management, LLC | 10,700 | 243,000 | 16.39% | ||
| 4 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 9,867 | 224,000 | 15.10% | ||
| 5 | SARGENT BICKHAM LAGUDIS LLC | 620 | 14,000 | 0.94% |
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.
