| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SVB WEALTH LLC | 5,245 | 671,000 | 49.01% | ||
| 2 | RONALD BLUE & CO LLC | 3,342 | 427,000 | 31.19% | ||
| 3 | World Asset Management Inc | 2,123 | 271,000 | 19.80% |
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.
