| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 44,520 | 4,636,000 | 43.72% | ||
| 2 | Matterhorn Capital Management, LLC | 31,073 | 3,236,000 | 30.52% | ||
| 3 | World Asset Management Inc | 20,876 | 2,174,000 | 20.50% | ||
| 4 | RONALD BLUE & CO LLC | 3,291 | 343,000 | 3.23% | ||
| 5 | Laird Norton Wetherby Wealth Management, LLC | 2,054 | 214,000 | 2.02% |
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.
