| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Matterhorn Capital Management, LLC | 30,404 | 2,836,000 | 39.47% | ||
| 2 | World Asset Management Inc | 24,343 | 2,270,000 | 31.59% | ||
| 3 | Veritable, L.P. | 10,592 | 988,000 | 13.75% | ||
| 4 | COLDSTREAM CAPITAL MANAGEMENT INC | 5,805 | 541,000 | 7.53% | ||
| 5 | Calvert Investment Management, Inc. | 3,220 | 300,000 | 4.17% | ||
| 6 | RONALD BLUE & CO LLC | 2,692 | 251,000 | 3.49% |
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.
