| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Brave Warrior Advisors, LLC | 3,097,983 | 275,690,000 | 90.18% | ||
| 2 | RONALD BLUE & CO LLC | 97,124 | 8,643,000 | 2.83% | ||
| 3 | KINGS POINT CAPITAL MANAGEMENT | 75,639 | 6,731,000 | 2.20% | ||
| 4 | Narwhal Capital Management | 36,555 | 3,253,000 | 1.06% | ||
| 5 | World Asset Management Inc | 32,996 | 2,936,000 | 0.96% | ||
| 6 | ROTHSCHILD INVESTMENT LLC /IL | 30,665 | 2,729,000 | 0.89% | ||
| 7 | CONDOR CAPITAL MANAGEMENT | 12,921 | 1,150,000 | 0.38% | ||
| 8 | HIGH POINTE CAPITAL MANAGEMENT LLC | 12,070 | 1,074,000 | 0.35% | ||
| 9 | Veritable, L.P. | 11,379 | 1,013,000 | 0.33% | ||
| 10 | ADELL HARRIMAN & CARPENTER INC | 6,000 | 533,940 | 0.17% | ||
| 11 | FISHMAN JAY A LTD/MI | 5,625 | 500,568 | 0.16% | ||
| 12 | PATTEN & PATTEN INC/TN | 5,025 | 447,000 | 0.15% | ||
| 13 | ARGENT CAPITAL MANAGEMENT LLC | 4,320 | 384,000 | 0.13% | ||
| 14 | Laird Norton Wetherby Wealth Management, LLC | 4,207 | 374,000 | 0.12% | ||
| 15 | JAMES INVESTMENT RESEARCH, INC. | 2,550 | 226,000 | 0.07% | ||
| 16 | Cornerstone Advisors, Inc. | 127 | 11,000 | 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.
