| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 65,452 | 9,579,000 | 57.84% | ||
| 2 | KR CAPITAL ADVISORS INC | 30,000 | 4,390,000 | 26.51% | ||
| 3 | Coe Capital Management, LLC | 4,310 | 631,000 | 3.81% | ||
| 4 | World Asset Management Inc | 3,691 | 540,000 | 3.26% | ||
| 5 | RONALD BLUE & CO LLC | 2,546 | 373,000 | 2.25% | ||
| 6 | ZEVIN ASSET MANAGEMENT LLC | 2,075 | 304,000 | 1.84% | ||
| 7 | Cetera Advisor Networks LLC | 2,003 | 293,000 | 1.77% | ||
| 8 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 1,661 | 243,000 | 1.47% | ||
| 9 | SCOUT INVESTMENTS, INC. | 1,398 | 205,000 | 1.24% | ||
| 10 | First City Capital Management, Inc. | 20 | 2,927 | 0.02% |
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.
