| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RONALD BLUE & CO LLC | 19,423 | 472,000 | 36.00% | ||
| 2 | KCM INVESTMENT ADVISORS LLC | 10,520 | 256,000 | 19.53% | ||
| 3 | SHELTON CAPITAL MANAGEMENT | 10,000 | 243,000 | 18.54% | ||
| 4 | FRANKLIN STREET ADVISORS INC /NC | 10,000 | 243,000 | 18.54% | ||
| 5 | Plante Moran Financial Advisors, LLC | 4,000 | 97,000 | 7.40% |
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.
