| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CG Asset Management LLC | 21,600 | 1,606,000 | 33.41% | ||
| 2 | World Asset Management Inc | 18,744 | 1,393,000 | 28.98% | ||
| 3 | Regent Investment Management LLC | 10,601 | 788,000 | 16.39% | ||
| 4 | BOYS ARNOLD & CO INC | 9,174 | 573,000 | 11.92% | ||
| 5 | RONALD BLUE & CO LLC | 6,006 | 447,000 | 9.30% |
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.
