| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 44,580 | 607,000 | 42.78% | ||
| 2 | Laird Norton Wetherby Wealth Management, LLC | 31,691 | 432,000 | 30.44% | ||
| 3 | RONALD BLUE & CO LLC | 27,207 | 371,000 | 26.15% | ||
| 4 | QUADRANT CAPITAL GROUP LLC | 890 | 9,000 | 0.63% |
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.