| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RONALD BLUE & CO LLC | 85,571 | 6,286,000 | 87.16% | ||
| 2 | BARR E S & CO | 3,600 | 264,000 | 3.66% | ||
| 3 | Regent Investment Management LLC | 3,510 | 258,000 | 3.58% | ||
| 4 | Pergamon Offshore Advisors, L.P. | 2,764 | 203,000 | 2.81% | ||
| 5 | J.P. Morgan Private Wealth Advisors LLC | 2,731 | 201,000 | 2.79% |
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.
