| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PREMIER ASSET MANAGEMENT LLC | 220,915 | 15,645,000 | 95.09% | ||
| 2 | Regent Investment Management LLC | 5,100 | 361,000 | 2.19% | ||
| 3 | RONALD BLUE & CO LLC | 3,294 | 233,000 | 1.42% | ||
| 4 | FRANKLIN STREET ADVISORS INC /NC | 3,025 | 214,000 | 1.30% |
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.
