| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Brave Warrior Advisors, LLC | 2,498,550 | 188,965,000 | 90.02% | ||
| 2 | RONALD BLUE & CO LLC | 96,960 | 7,333,000 | 3.49% | ||
| 3 | ROTHSCHILD INVESTMENT LLC /IL | 43,665 | 3,302,000 | 1.57% | ||
| 4 | Narwhal Capital Management | 39,330 | 2,975,000 | 1.42% | ||
| 5 | World Asset Management Inc | 31,443 | 2,378,000 | 1.13% | ||
| 6 | SILVER CAPITAL MANAGEMENT LLC | 15,915 | 1,204,000 | 0.57% | ||
| 7 | CONDOR CAPITAL MANAGEMENT | 13,875 | 1,049,000 | 0.50% | ||
| 8 | Veritable, L.P. | 8,524 | 645,000 | 0.31% | ||
| 9 | ADELL HARRIMAN & CARPENTER INC | 7,450 | 563,443 | 0.27% | ||
| 10 | PATTEN & PATTEN INC/TN | 5,925 | 448,000 | 0.21% | ||
| 11 | FISHMAN JAY A LTD/MI | 5,840 | 441,679 | 0.21% | ||
| 12 | Laird Norton Wetherby Wealth Management, LLC | 4,272 | 323,000 | 0.15% | ||
| 13 | ARGENT CAPITAL MANAGEMENT LLC | 3,700 | 280,000 | 0.13% | ||
| 14 | Cornerstone Advisors, Inc. | 205 | 16,000 | 0.01% |
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.
