| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 34,931 | 3,073,000 | 35.69% | ||
| 2 | Matterhorn Capital Management, LLC | 31,279 | 2,752,000 | 31.96% | ||
| 3 | World Asset Management Inc | 22,647 | 1,992,000 | 23.14% | ||
| 4 | RONALD BLUE & CO LLC | 4,196 | 369,000 | 4.29% | ||
| 5 | Calvert Investment Management, Inc. | 3,314 | 292,000 | 3.39% | ||
| 6 | Cornerstone Advisors, Inc. | 1,502 | 132,000 | 1.53% |
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.
