| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 32,321 | 814,000 | 34.88% | ||
| 2 | Avalon Investment & Advisory | 31,405 | 791,000 | 33.89% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 9,843 | 248,000 | 10.63% | ||
| 4 | AUXIER ASSET MANAGEMENT LLC | 9,633 | 243,000 | 10.41% | ||
| 5 | RONALD BLUE & CO LLC | 9,455 | 238,000 | 10.20% |
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.
