| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TAMRO Capital Partners LLC | 1,619,738 | 54,180,000 | 97.07% | ||
| 2 | Willingdon Wealth Management | 42,368 | 1,417,000 | 2.54% | ||
| 3 | RONALD BLUE & CO LLC | 6,102 | 204,000 | 0.37% | ||
| 4 | B. Riley Wealth Advisors, Inc. | 358 | 11,975 | 0.02% | ||
| 5 | Gemmer Asset Management LLC | 24 | 1,000 | 0.00% |
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.
