| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Matterhorn Capital Management, LLC | 29,382 | 2,698,000 | 34.98% | ||
| 2 | World Asset Management Inc | 25,129 | 2,346,000 | 30.42% | ||
| 3 | Veritable, L.P. | 11,881 | 1,109,000 | 14.38% | ||
| 4 | COLDSTREAM CAPITAL MANAGEMENT INC | 6,030 | 563,000 | 7.30% | ||
| 5 | Calvert Investment Management, Inc. | 3,143 | 293,000 | 3.80% | ||
| 6 | Avalon Investment & Advisory | 3,045 | 284,000 | 3.68% | ||
| 7 | RONALD BLUE & CO LLC | 2,331 | 218,000 | 2.83% | ||
| 8 | SCOUT INVESTMENTS, INC. | 2,166 | 202,000 | 2.62% |
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.
