| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 118,436 | 1,958,000 | 66.26% | ||
| 2 | RONALD BLUE & CO LLC | 23,539 | 401,000 | 13.57% | ||
| 3 | Convergence Investment Partners, LLC | 13,521 | 224,000 | 7.58% | ||
| 4 | ArchPoint Investors | 11,860 | 202,000 | 6.84% | ||
| 5 | Curi Capital, LLC | 10,271 | 170,000 | 5.75% |
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.
