| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Brave Warrior Advisors, LLC | 3,617,751 | 267,786,000 | 90.91% | ||
| 2 | RONALD BLUE & CO LLC | 97,028 | 7,182,000 | 2.44% | ||
| 3 | KINGS POINT CAPITAL MANAGEMENT | 81,829 | 6,057,000 | 2.06% | ||
| 4 | Narwhal Capital Management | 41,105 | 3,043,000 | 1.03% | ||
| 5 | ROTHSCHILD INVESTMENT LLC /IL | 31,365 | 2,322,000 | 0.79% | ||
| 6 | World Asset Management Inc | 28,904 | 2,139,000 | 0.73% | ||
| 7 | SILVER CAPITAL MANAGEMENT LLC | 15,775 | 1,168,000 | 0.40% | ||
| 8 | CONDOR CAPITAL MANAGEMENT | 13,478 | 998,000 | 0.34% | ||
| 9 | HIGH POINTE CAPITAL MANAGEMENT LLC | 12,070 | 893,000 | 0.30% | ||
| 10 | Veritable, L.P. | 10,485 | 776,000 | 0.26% | ||
| 11 | ADELL HARRIMAN & CARPENTER INC | 6,650 | 492,233 | 0.17% | ||
| 12 | FISHMAN JAY A LTD/MI | 5,815 | 430,426 | 0.15% | ||
| 13 | PATTEN & PATTEN INC/TN | 5,425 | 402,000 | 0.14% | ||
| 14 | ARGENT CAPITAL MANAGEMENT LLC | 4,300 | 318,000 | 0.11% | ||
| 15 | Laird Norton Wetherby Wealth Management, LLC | 4,055 | 300,000 | 0.10% | ||
| 16 | InterOcean Capital, LLC | 3,450 | 255,000 | 0.09% | ||
| 17 | Cornerstone Advisors, Inc. | 127 | 9,000 | 0.00% | ||
| 18 | Archford Capital Strategies, LLC | 41 | 3,000 | 0.00% |
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.
