| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PREMIER ASSET MANAGEMENT LLC | 220,435 | 15,168,000 | 94.72% | ||
| 2 | Regent Investment Management LLC | 5,700 | 392,000 | 2.45% | ||
| 3 | FRANKLIN STREET ADVISORS INC /NC | 3,425 | 236,000 | 1.47% | ||
| 4 | RONALD BLUE & CO LLC | 3,155 | 217,000 | 1.36% |
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.
